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Merriman Wealth Management, LLC: VSS position timeline

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

Merriman Wealth Management, LLC held 10,921 VSS 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 10,921 shares
    Change vs previous 13F +149 shares

    0.05% of the 13F portfolio, value $1,250,237.

    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 10,772 shares
    Change vs previous 13F -33,832 shares

    0.06% of the 13F portfolio, value $1,356,842.

    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 44,604 shares
    Change vs previous 13F +1,708 shares

    0.23% of the 13F portfolio, value $5,240,480.

    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 42,896 shares
    Change vs previous 13F -325 shares

    0.22% of the 13F portfolio, value $5,011,955.

    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 43,221 shares
    Change vs previous 13F +33,438 shares

    0.24% of the 13F portfolio, value $4,971,698.

    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 9,783 shares
    Change vs previous 13F -459 shares

    0.05% of the 13F portfolio, value $1,038,955.

    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 10,242 shares
    Change vs previous 13F +3,532 shares

    0.06% of the 13F portfolio, value $1,131,537.

    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 6,710 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $733,001.

    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).