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Merriman Wealth Management, LLC: XJR position timeline

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

Merriman Wealth Management, LLC held 49,932 XJR 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 49,932 shares
    Change vs previous 13F -1,648 shares

    0.09% of the 13F portfolio, value $2,053,796.

    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 51,580 shares
    Change vs previous 13F +15,064 shares

    0.09% of the 13F portfolio, value $2,156,602.

    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 36,516 shares
    Change vs previous 13F -721 shares

    0.06% of the 13F portfolio, value $1,382,901.

    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 37,237 shares
    Change vs previous 13F -3,381 shares

    0.07% of the 13F portfolio, value $1,458,559.

    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 40,618 shares
    Change vs previous 13F +16,795 shares

    0.08% of the 13F portfolio, value $1,553,948.

    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 23,823 shares
    Change vs previous 13F +1,797 shares

    0.04% of the 13F portfolio, value $790,703.

    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 22,026 shares
    Change vs previous 13F -21,197 shares

    0.04% of the 13F portfolio, value $771,351.

    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 43,223 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,465,664.

    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).