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Disclosery

RICHARDS, MERRILL & PETERSON, INC.

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13F filer, CIK 90108, SPOKANE, WA

RICHARDS, MERRILL & PETERSON, INC. reported $191,439,554 across 502 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 34.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-002691

Period
2024-12-31
Reported value
$191M
Holdings
502
Top 10 weight
34.81%
New
Sold out

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001398344-25-002691, largest first. % of portfolio is the value over $191,439,554, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MEDMEDIFAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares 4$70<0.01%Timeline
SURGSURGEPAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares 30$53<0.01%Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-25-002691 base2025-02-13acceptance time not in the bulk data set