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Merriman Wealth Management, LLC: WTAI position timeline

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

Merriman Wealth Management, LLC held 15,242 WTAI 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 15,242 shares
    Change vs previous 13F +1,612 shares

    0.01% of the 13F portfolio, value $335,324.

    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 13,630 shares
    Change vs previous 13F -989 shares

    0.01% of the 13F portfolio, value $271,646.

    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 14,619 shares
    Change vs previous 13F +3,129 shares

    0.01% of the 13F portfolio, value $305,421.

    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 11,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,648.

    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).