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Merriman Wealth Management, LLC: VTEB position timeline

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

Merriman Wealth Management, LLC held 704,250 VTEB 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 704,250 shares
    Change vs previous 13F -3,564 shares

    1.47% of the 13F portfolio, value $35,304,067.

    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 707,814 shares
    Change vs previous 13F -35,750 shares

    1.47% of the 13F portfolio, value $36,183,458.

    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 743,564 shares
    Change vs previous 13F -2,234 shares

    1.63% of the 13F portfolio, value $37,260,001.

    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 745,798 shares
    Change vs previous 13F -56,426 shares

    1.68% of the 13F portfolio, value $37,737,397.

    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 802,224 shares
    Change vs previous 13F -1,012,310 shares

    1.99% of the 13F portfolio, value $40,953,533.

    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 1,814,534 shares
    Change vs previous 13F -23,490 shares

    4.51% of the 13F portfolio, value $87,279,070.

    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 1,838,024 shares
    Change vs previous 13F -83,255 shares

    4.56% of the 13F portfolio, value $92,305,542.

    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 1,921,279 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $97,332,000.

    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).