Current Market Value 2,402,134,034
Current Holdings 209
Most Recent File Date 2025-02-13
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Merriman Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-02-13 2024-12-31 13F-HR 209 2,402,134
2024-11-12 2024-09-30 13F-HR 215 2,463,286
2024-08-13 2024-06-30 13F-HR 206 2,287,885
2024-05-14 2024-03-31 13F-HR 201 2,243,656
2024-02-13 2023-12-31 13F-HR 188 2,056,764
2023-11-13 2023-09-30 13F-HR 189 1,933,694
2023-08-14 2023-06-30 13F-HR 206 2,029,911
2023-05-04 2023-03-31 13F-HR 194 1,941,814
2023-02-13 2022-12-31 13F-HR 207 1,950,695
2022-10-26 2022-09-30 13F-HR 174 1,526,224
2022-07-29 2022-06-30 13F-HR 165 1,422,678
2022-04-29 2022-03-31 13F-HR/A 1 R 194 1,224,916
2022-04-28 2022-03-31 13F-HR 195 1,313,465
2022-02-01 2021-12-31 13F-HR 216 1,165,221
2022-02-01 2021-12-31 13F-HR/A 1 R 207 1,370,825
2021-11-12 2021-09-30 13F-HR/A 1 R 199 1,202,632
2021-11-09 2021-09-30 13F-HR 200 1,307,608
2021-08-11 2021-06-30 13F-HR/A 1 R 216 1,165,221
2021-07-28 2021-06-30 13F-HR 218 1,271,190
2021-05-10 2021-03-31 13F-HR 180 874,171
2021-02-10 2020-12-31 13F-HR 198 931,820
2020-10-26 2020-09-30 13F-HR 160 668,616
2020-07-31 2020-06-30 13F-HR 159 629,198
2020-04-22 2020-03-31 13F-HR 150 459,846
2020-01-23 2019-12-31 13F-HR 182 518,901
2019-10-17 2019-09-30 13F-HR 173 494,400
2019-07-31 2019-06-30 13F-HR 191 5,189,492
2019-04-23 2019-03-31 13F-HR 204 527,943
2019-01-28 2018-12-31 13F-HR 170 463,054
2018-11-06 2018-09-30 13F-HR 172 468,860
2018-08-10 2018-06-30 13F-HR 166 438,059
2018-04-09 2018-03-31 13F-HR 180 379,317
2018-02-05 2017-12-31 13F-HR 164 409,690
2017-10-19 2017-09-30 13F-HR 157 420,665
2017-08-07 2017-06-30 13F-HR 115 358,832
2017-04-14 2017-03-31 13F-HR 131 410,994
2017-02-08 2016-12-31 13F-HR 123 365,854
2016-10-20 2016-09-30 13F-HR 133 485,503
2016-07-07 2016-06-30 13F-HR 109 354,732
2016-04-12 2016-03-31 13F-HR 50 107,417
2016-01-06 2015-12-31 13F-HR 36 68,583
2015-10-13 2015-09-30 13F-HR 37 178,334
2015-07-29 2015-06-30 13F-HR 27 50,189
2015-04-22 2015-03-31 13F-HR 46 98,139
2015-01-16 2014-12-31 13F-HR 42 69,880
2014-11-12 2014-09-30 13F-HR 39 77,149
2014-07-30 2014-06-30 13F-HR 38 99,127
2014-05-14 2014-03-31 13F-HR 39 96,615
2014-01-28 2013-12-31 13F-HR 86 235,486
2013-11-13 2013-09-30 13F-HR 53 191,320
2013-08-06 2013-06-30 13F-HR 24 76,767