Merriman Wealth Management
Latest statistics and disclosures from Merriman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAT, IJS, AVUV, VBR, QUAL, and represent 48.68% of Merriman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJS (+$94M), DFAT (+$86M), VTEB (+$37M), AVUV (+$22M), DFIV (+$19M), AVES (+$13M), DWX (+$12M), IJJ (+$10M), MGV (+$8.8M), USRT (+$7.8M).
- Started 50 new stock positions in EWM, BITO, MGV, ANGL, DGS, IDEV, FLIA, MRNA, CFVI, V.
- Reduced shares in these 10 stocks: VBR (-$19M), MSFT (-$17M), PRFZ (-$16M), MDYV (-$16M), DFAC (-$13M), FNDC (-$12M), VLUE (-$11M), IWM (-$11M), BAB (-$8.6M), ESGV (-$8.5M).
- Sold out of its positions in PPLT, BABA, AVLR, BAC, JJC, BTI, DFAI, DFAE, FAN, RNRG.
- Merriman Wealth Management was a net buyer of stock by $42M.
- Merriman Wealth Management has $1.2B in assets under management (AUM), dropping by 5.43%.
- Central Index Key (CIK): 0001568389
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Portfolio Holdings for Merriman Wealth Management
Companies in the Merriman Wealth Management portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 13.5 | $164M | +108% | 3.5M | 46.58 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 12.5 | $153M | +161% | 1.5M | 102.39 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 8.6 | $105M | +26% | 1.3M | 79.86 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 7.4 | $90M | -17% | 512k | 175.94 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.7 | $81M | -7% | 604k | 134.63 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.8 | $71M | -15% | 2.6M | 27.58 | |
Microsoft Corporation (MSFT) | 4.2 | $51M | -24% | 165k | 308.31 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.3 | $40M | +1471% | 769k | 51.55 | |
United Parcel Service CL B (UPS) | 2.1 | $26M | 122k | 214.46 | ||
Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.0 | $24M | +71% | 223k | 109.64 | |
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 1.6 | $20M | -37% | 553k | 35.38 | |
Dimensional Etf Trust Internatnal Val (DFIV) | 1.6 | $19M | NEW | 571k | 33.48 | |
Ishares Tr Msci Usa Value (VLUE) | 1.4 | $17M | -39% | 161k | 104.57 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $17M | +59% | 37k | 453.69 | |
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Apple (AAPL) | 1.3 | $16M | +7% | 90k | 174.61 | |
Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.2 | $15M | -29% | 582k | 25.45 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $14M | +118% | 31k | 451.64 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.1 | $13M | +84% | 78k | 170.85 | |
American Centy Etf Tr Emerging Mkt Val (AVES) | 1.1 | $13M | NEW | 267k | 49.05 | |
Amazon (AMZN) | 1.0 | $12M | +10% | 3.8k | 3259.59 | |
Spdr Index Shs Fds S&p Intl Etf (DWX) | 1.0 | $12M | NEW | 307k | 38.78 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.9 | $11M | -18% | 309k | 34.28 | |
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.8 | $10M | +194% | 164k | 62.58 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $9.9M | +281% | 24k | 415.19 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.7 | $8.8M | NEW | 82k | 107.32 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $7.9M | 130k | 60.71 | ||
Ishares Tr Cre U S Reit Etf (USRT) | 0.6 | $7.8M | NEW | 121k | 64.65 | |
Vanguard Index Fds Value Etf (VTV) | 0.6 | $7.3M | +4% | 49k | 147.77 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $7.2M | -21% | 186k | 38.64 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $7.1M | +1100% | 26k | 268.33 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $6.0M | -49% | 91k | 66.33 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $5.2M | 16k | 337.24 | ||
Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.4 | $4.6M | NEW | 35k | 132.60 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $4.6M | NEW | 44k | 104.60 | |
Tesla Motors (TSLA) | 0.4 | $4.5M | +91% | 4.2k | 1077.65 | |
American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $4.2M | +9% | 70k | 60.34 | |
Vanguard World Fds Energy Etf (VDE) | 0.3 | $3.8M | NEW | 35k | 107.03 | |
Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.3 | $3.7M | 101k | 36.91 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.6M | -17% | 16k | 227.66 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $3.6M | +92% | 67k | 53.85 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $3.3M | -76% | 16k | 205.25 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.2 | $2.9M | +23% | 90k | 32.24 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.8M | +11% | 7.8k | 352.97 | |
Goldman Sachs Mlp Energy Renai Com cef (GER) | 0.2 | $2.7M | 222k | 12.08 | ||
Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $2.7M | NEW | 50k | 53.30 | |
Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $2.7M | +399% | 15k | 177.23 | |
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.2 | $2.7M | -71% | 31k | 85.64 | |
World Gold Tr Spdr Gld Minis | 0.2 | $2.5M | NEW | 66k | 38.47 | |
Health Catalyst (HCAT) | 0.2 | $2.4M | -54% | 94k | 26.13 | |
Collaborative Investmnt Ser Tuttle Cap Short (SARK) | 0.2 | $2.4M | NEW | 52k | 46.26 | |
Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $2.4M | NEW | 95k | 24.95 | |
Costco Wholesale Corporation (COST) | 0.2 | $2.3M | -9% | 4.0k | 575.70 | |
Kayne Anderson Mdstm Energy (KMF) | 0.2 | $2.3M | 267k | 8.57 | ||
Dimensional Etf Trust Us High Profitab | 0.2 | $1.9M | NEW | 74k | 26.32 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.9M | +7% | 16k | 123.88 | |
Ishares Tr Global Reit Etf (REET) | 0.2 | $1.9M | +34% | 64k | 29.21 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.8M | -2% | 49k | 36.71 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $1.7M | 34k | 48.02 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | +31% | 4.3k | 362.59 | |
Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $1.5M | -2% | 13k | 117.34 | |
Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $1.4M | 14k | 106.75 | ||
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.4M | -10% | 24k | 57.59 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.3M | -81% | 10k | 132.12 | |
Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $1.3M | 21k | 63.90 | ||
Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $1.3M | -67% | 23k | 57.20 | |
Starbucks Corporation (SBUX) | 0.1 | $1.3M | -9% | 14k | 90.95 | |
Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $1.3M | NEW | 43k | 30.38 | |
Banner Corp Com New (BANR) | 0.1 | $1.3M | -38% | 22k | 58.55 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.3M | +5% | 12k | 100.95 | |
Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $1.2M | -58% | 20k | 61.30 | |
Paycom Software (PAYC) | 0.1 | $1.2M | 3.5k | 346.32 | ||
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $1.2M | NEW | 39k | 30.40 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.2M | +60% | 31k | 37.98 | |
Ishares Tr Global Energ Etf (IXC) | 0.1 | $1.2M | -65% | 32k | 36.15 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | -69% | 16k | 69.54 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.1M | -7% | 16k | 72.15 | |
Tortoise Energy Infrastructure closed end funds (TYG) | 0.1 | $1.1M | 31k | 34.57 | ||
Dimensional Etf Trust Intl Small Cap V | 0.1 | $1.1M | NEW | 44k | 24.67 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.1M | -72% | 23k | 46.14 | |
Nike CL B (NKE) | 0.1 | $1.1M | 7.8k | 134.60 | ||
Johnson & Johnson (JNJ) | 0.1 | $1.0M | +2% | 5.8k | 177.16 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | +7% | 12k | 82.62 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $1.0M | -21% | 30k | 33.63 | |
Extra Space Storage (EXR) | 0.1 | $1.0M | 4.9k | 205.51 | ||
Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $997k | NEW | 9.0k | 110.78 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $981k | -36% | 3.5k | 277.51 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $914k | -77% | 12k | 73.77 | |
Wal-Mart Stores (WMT) | 0.1 | $906k | -3% | 6.1k | 148.89 | |
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $887k | -25% | 18k | 50.24 | |
Chevron Corporation (CVX) | 0.1 | $858k | 5.3k | 162.75 | ||
NVIDIA Corporation (NVDA) | 0.1 | $840k | NEW | 3.1k | 272.99 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $839k | +68% | 5.2k | 162.19 | |
Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $823k | -89% | 12k | 67.66 | |
Pfizer (PFE) | 0.1 | $799k | +14% | 15k | 51.79 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $788k | -14% | 11k | 71.39 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $780k | -11% | 16k | 49.03 | |
Procter & Gamble Company (PG) | 0.1 | $778k | +14% | 5.1k | 152.73 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $760k | 272.00 | 2794.12 | ||
American Centy Etf Tr International Lr (AVIV) | 0.1 | $753k | NEW | 15k | 50.20 | |
American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $744k | NEW | 14k | 54.09 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $740k | +14% | 266.00 | 2781.95 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $739k | +98% | 14k | 53.37 | |
Ishares Em Mkt Sm-cp Etf (EEMS) | 0.1 | $717k | 13k | 57.03 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $712k | -91% | 6.6k | 108.32 | |
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $696k | -30% | 12k | 56.06 | |
Vanguard World Mega Cap Index (MGC) | 0.1 | $683k | -7% | 4.3k | 158.95 | |
Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $673k | 35k | 19.23 | ||
Mosaic (MOS) | 0.1 | $665k | NEW | 10k | 66.49 | |
Ishares Tr Msci Usa Multift (LRGF) | 0.1 | $646k | NEW | 15k | 44.49 | |
EOG Resources (EOG) | 0.0 | $596k | NEW | 5.0k | 119.20 | |
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.0 | $591k | NEW | 5.0k | 118.20 | |
Verizon Communications (VZ) | 0.0 | $587k | +104% | 12k | 50.95 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $575k | -2% | 3.6k | 157.71 | |
Ishares Tr Core Msci Intl (IDEV) | 0.0 | $575k | NEW | 9.0k | 63.68 | |
W.W. Grainger (GWW) | 0.0 | $564k | 1.1k | 515.54 | ||
JPMorgan Chase & Co. (JPM) | 0.0 | $550k | -13% | 4.0k | 136.31 | |
Archer Daniels Midland Company (ADM) | 0.0 | $542k | NEW | 6.0k | 90.32 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $536k | NEW | 5.0k | 107.11 | |
Moderna (MRNA) | 0.0 | $534k | NEW | 3.1k | 172.20 | |
Boeing Company (BA) | 0.0 | $531k | +6% | 2.8k | 191.42 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $529k | -77% | 7.0k | 75.42 | |
Nutrien (NTR) | 0.0 | $527k | NEW | 5.1k | 104.05 | |
Meta Platforms Cl A (FB) | 0.0 | $523k | +22% | 2.4k | 222.27 | |
Ares Capital Corporation (ARCC) | 0.0 | $520k | -11% | 25k | 20.94 | |
Proshares Tr Bitcoin Strate (BITO) | 0.0 | $514k | NEW | 18k | 28.56 | |
Ishares Msci Mly Etf New (EWM) | 0.0 | $512k | NEW | 20k | 25.60 | |
Abbvie (ABBV) | 0.0 | $508k | +3% | 3.1k | 162.20 | |
Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $504k | NEW | 20k | 25.20 | |
Colgate-Palmolive Company (CL) | 0.0 | $497k | 6.6k | 75.84 | ||
Public Storage (PSA) | 0.0 | $492k | 1.3k | 390.17 | ||
Intel Corporation (INTC) | 0.0 | $486k | -2% | 9.8k | 49.53 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $456k | -78% | 929.00 | 490.85 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $444k | -97% | 6.3k | 70.36 | |
Amgen (AMGN) | 0.0 | $436k | +18% | 1.8k | 242.09 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $435k | -23% | 8.5k | 51.16 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $432k | 2.1k | 208.49 | ||
Ishares Tr National Mun Etf (MUB) | 0.0 | $432k | +8% | 3.9k | 109.62 | |
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $425k | NEW | 12k | 36.69 | |
Dimensional Etf Trust Intl High Profit | 0.0 | $415k | NEW | 17k | 25.06 | |
Palo Alto Networks (PANW) | 0.0 | $405k | NEW | 651.00 | 622.12 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $403k | +24% | 3.8k | 106.90 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $393k | NEW | 30k | 13.10 | |
Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $391k | +74% | 4.6k | 85.35 | |
Visa Com Cl A (V) | 0.0 | $390k | NEW | 1.8k | 221.59 | |
Walt Disney Company (DIS) | 0.0 | $387k | -13% | 2.8k | 137.23 | |
Home Depot (HD) | 0.0 | $375k | +37% | 1.3k | 299.52 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $359k | -93% | 1.7k | 212.55 | |
Gold Tr Ishares New (IAU) | 0.0 | $358k | +33% | 9.7k | 36.80 | |
Focus Finl Partners Com Cl A (FOCS) | 0.0 | $350k | -55% | 7.7k | 45.73 | |
Krystal Biotech (KRYS) | 0.0 | $333k | NEW | 5.0k | 66.60 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $332k | -93% | 4.5k | 73.66 | |
Cf Acquisition Corp Vi Com Cl A (CFVI) | 0.0 | $325k | NEW | 27k | 11.86 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $322k | NEW | 2.9k | 112.27 | |
At&t (T) | 0.0 | $322k | -15% | 14k | 23.62 | |
3M Company (MMM) | 0.0 | $321k | +5% | 2.2k | 148.96 | |
Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $319k | NEW | 1.5k | 207.68 | |
Sempra Energy (SRE) | 0.0 | $315k | +16% | 1.9k | 168.00 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $314k | -20% | 5.0k | 62.98 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $312k | +7% | 6.0k | 51.92 | |
MiMedx (MDXG) | 0.0 | $311k | 66k | 4.71 | ||
Cisco Systems (CSCO) | 0.0 | $306k | -4% | 5.5k | 55.68 | |
Pepsi (PEP) | 0.0 | $305k | +14% | 1.8k | 167.58 | |
McDonald's Corporation (MCD) | 0.0 | $302k | +24% | 1.2k | 247.14 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $302k | +4% | 2.8k | 107.86 | |
Us Bancorp Del Com New (USB) | 0.0 | $301k | 5.7k | 53.12 | ||
Expeditors International of Washington (EXPD) | 0.0 | $296k | -21% | 2.9k | 102.99 | |
Philip Morris International (PM) | 0.0 | $294k | -44% | 3.1k | 93.81 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $293k | +4% | 1.6k | 180.75 | |
Applied Materials (AMAT) | 0.0 | $289k | +34% | 2.2k | 131.66 | |
International Business Machines (IBM) | 0.0 | $283k | NEW | 2.2k | 129.82 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $280k | -5% | 1.7k | 165.68 | |
Ishares Tr Esg Scrnd S&p500 (XVV) | 0.0 | $279k | -3% | 8.1k | 34.31 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $276k | 4.1k | 67.19 | ||
Merck & Co (MRK) | 0.0 | $270k | -6% | 3.3k | 81.94 | |
Bristol Myers Squibb (BMY) | 0.0 | $270k | +13% | 3.7k | 73.05 | |
Oracle Corporation (ORCL) | 0.0 | $262k | -4% | 3.2k | 82.86 | |
Global X Fds Global X Uranium (URA) | 0.0 | $262k | NEW | 10k | 26.20 | |
Nextera Energy (NEE) | 0.0 | $258k | NEW | 3.0k | 84.81 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $252k | 3.3k | 77.09 | ||
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $249k | -88% | 4.2k | 59.29 | |
Franklin Templeton Etf Tr Liberty Intl (FLIA) | 0.0 | $248k | NEW | 11k | 23.70 | |
Altria (MO) | 0.0 | $248k | -60% | 4.8k | 52.20 | |
Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $240k | 7.4k | 32.35 | ||
Rockwell Automation (ROK) | 0.0 | $236k | +5% | 843.00 | 279.95 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $228k | -3% | 4.9k | 46.78 | |
Honeywell International (HON) | 0.0 | $219k | 1.1k | 194.84 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $208k | -86% | 2.8k | 74.39 | |
Coca-Cola Company (KO) | 0.0 | $207k | NEW | 3.3k | 61.86 | |
American Express Company (AXP) | 0.0 | $204k | NEW | 1.1k | 187.16 | |
Target Corporation (TGT) | 0.0 | $202k | NEW | 952.00 | 212.18 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $171k | -16% | 51k | 3.39 | |
TCW Strategic Income Fund (TSI) | 0.0 | $138k | -14% | 27k | 5.16 | |
Banco Santander Adr (SAN) | 0.0 | $41k | NEW | 12k | 3.42 | |
Chromadex Corp Com New (CDXC) | 0.0 | $29k | NEW | 12k | 2.46 |
Past Filings by Merriman Wealth Management
SEC 13F filings are viewable for Merriman Wealth Management going back to 2013
- Merriman Wealth Management 2022 Q1 restated filed April 29, 2022
- Merriman Wealth Management 2022 Q1 filed April 28, 2022
- Merriman Wealth Management 2021 Q4 filed Feb. 1, 2022
- Merriman Wealth Management 2021 Q4 restated filed Feb. 1, 2022
- Merriman Wealth Management 2021 Q3 restated filed Nov. 12, 2021
- Merriman Wealth Management 2021 Q3 filed Nov. 9, 2021
- Merriman Wealth Management 2021 Q2 restated filed Aug. 11, 2021
- Merriman Wealth Management 2021 Q2 filed July 28, 2021
- Merriman Wealth Management 2021 Q1 filed May 10, 2021
- Merriman Wealth Management 2020 Q4 filed Feb. 10, 2021
- Merriman Wealth Management 2020 Q3 filed Oct. 26, 2020
- Merriman Wealth Management 2020 Q2 filed July 31, 2020
- Merriman Wealth Management 2020 Q1 filed April 22, 2020
- Merriman Wealth Management 2019 Q4 filed Jan. 23, 2020
- Merriman Wealth Management 2019 Q3 filed Oct. 18, 2019
- Merriman Wealth Management 2019 Q2 filed July 31, 2019