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Merriman Wealth Management, LLC: VV position timeline

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

Merriman Wealth Management, LLC held 28,520 VV 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 28,520 shares
    Change vs previous 13F -1,386 shares

    0.32% of the 13F portfolio, value $7,691,957.

    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 29,906 shares
    Change vs previous 13F -1,302 shares

    0.32% of the 13F portfolio, value $7,878,660.

    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 31,208 shares
    Change vs previous 13F +1,939 shares

    0.34% of the 13F portfolio, value $7,795,440.

    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 29,269 shares
    Change vs previous 13F -463 shares

    0.31% of the 13F portfolio, value $7,017,583.

    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 29,732 shares
    Change vs previous 13F +23,749 shares

    0.32% of the 13F portfolio, value $6,486,027.

    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 5,983 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $1,170,904.

    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 5,982 shares
    Change vs previous 13F -46 shares

    0.06% of the 13F portfolio, value $1,212,752.

    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 6,028 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,126,007.

    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).