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Merriman Wealth Management, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merriman Wealth Management, LLC on VOO, newest first. How the timeline and the estimate are built.

Merriman Wealth Management, LLC held 8,516 VOO shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,516 shares
    Change vs previous 13F -26 shares

    0.19% of the 13F portfolio, value $4,588,486.

    13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 8,542 shares
    Change vs previous 13F -152 shares

    0.18% of the 13F portfolio, value $4,516,899.

    13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 8,694 shares
    Change vs previous 13F +534 shares

    0.19% of the 13F portfolio, value $4,358,508.

    13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 8,160 shares
    Change vs previous 13F -6 shares

    0.17% of the 13F portfolio, value $3,922,284.

    13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 8,166 shares
    Change vs previous 13F -13,853 shares

    0.17% of the 13F portfolio, value $3,566,812.

    13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 22,019 shares
    Change vs previous 13F -312 shares

    0.45% of the 13F portfolio, value $8,657,673.

    13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 22,331 shares
    Change vs previous 13F -160 shares

    0.45% of the 13F portfolio, value $9,106,037.

    13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 22,491 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $8,458,077.

    13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).