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Merriman Wealth Management, LLC: VTIP position timeline

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

Merriman Wealth Management, LLC held 32,210 VTIP 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 32,210 shares
    Change vs previous 13F +6,747 shares

    0.06% of the 13F portfolio, value $1,559,592.

    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 25,463 shares
    Change vs previous 13F +5,730 shares

    0.05% of the 13F portfolio, value $1,255,560.

    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 19,733 shares
    Change vs previous 13F +4,180 shares

    0.04% of the 13F portfolio, value $957,827.

    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 15,553 shares
    Change vs previous 13F +2,127 shares

    0.03% of the 13F portfolio, value $744,833.

    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 13,426 shares
    Change vs previous 13F -1,649 shares

    0.03% of the 13F portfolio, value $637,601.

    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 15,075 shares
    Change vs previous 13F +181 shares

    0.04% of the 13F portfolio, value $712,728.

    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 14,894 shares
    Change vs previous 13F -499 shares

    0.03% of the 13F portfolio, value $706,293.

    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 15,393 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $736,114.

    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).