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Merriman Wealth Management, LLC: WMT position timeline

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

Merriman Wealth Management, LLC held 14,248 WMT 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 14,248 shares
    Change vs previous 13F -3,228 shares

    0.05% of the 13F portfolio, value $1,290,072.

    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 17,476 shares
    Change vs previous 13F +94 shares

    0.06% of the 13F portfolio, value $1,411,210.

    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 17,382 shares
    Change vs previous 13F -352 shares

    0.05% of the 13F portfolio, value $1,176,955.

    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 17,734 shares
    Change vs previous 13F +12,060 shares

    0.05% of the 13F portfolio, value $1,070,504.

    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 5,674 shares
    Change vs previous 13F -232 shares

    0.04% of the 13F portfolio, value $897,599.

    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 5,906 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $944,615.

    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 5,921 shares
    Change vs previous 13F -10 shares

    0.05% of the 13F portfolio, value $930,731.

    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 5,931 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $877,657.

    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).