Skip to content
Disclosery

44 WEALTH MANAGEMENT LLC: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on MRK, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 15,847 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,847 shares
    Change vs previous 13F +1,532 shares

    0.67% of the 13F portfolio, value $2,036,340.

    13F-HR 0001765380-26-000397 filed by 44 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 ended2026-03-31
    13F 14,315 shares
    Change vs previous 13F +14,315 shares

    0.6% of the 13F portfolio, value $1,721,951.

    13F-HR 0001765380-26-000215 filed by 44 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,910 shares

    13F-HR 0001420506-26-000216 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 3,910 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $328,166.

    13F-HR 0001420506-25-003363 filed by 44 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 ended2025-06-30
    13F 3,909 shares
    Change vs previous 13F -1,113 shares

    0.11% of the 13F portfolio, value $309,436.

    13F-HR 0001420506-25-002191 filed by 44 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 ended2025-03-31
    13F 5,022 shares
    Change vs previous 13F -158 shares

    0.17% of the 13F portfolio, value $450,775.

    13F-HR 0001831187-25-000002 filed by 44 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 ended2024-12-31
    13F 5,180 shares
    Change vs previous 13F -45 shares

    0.2% of the 13F portfolio, value $515,306.

    13F-HR 0001831187-25-000001 filed by 44 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 ended2024-09-30
    13F 5,225 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $555,836.

    13F-HR 0001831187-24-000002 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).