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
- period ended2024-12-3113F 704,250 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 707,814 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 743,564 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 745,798 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 802,224 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 1,814,534 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 1,838,024 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 1,921,279 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).