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Accretive Wealth Partners, LLC: MRK position timeline

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

Accretive Wealth Partners, LLC held 4,954 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,954 shares
    Change vs previous 13F +2 shares

    0.15% of the 13F portfolio, value $636,567.

    13F-HR 0001765380-26-000236 filed by Accretive Wealth Partners, 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 4,952 shares
    Change vs previous 13F +308 shares

    0.17% of the 13F portfolio, value $595,629.

    13F-HR 0001765380-26-000122 filed by Accretive Wealth Partners, 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 4,644 shares
    Change vs previous 13F -545 shares

    0.15% of the 13F portfolio, value $488,827.

    13F-HR 0001765380-26-000045 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,189 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $435,513.

    13F-HR 0001765380-25-000441 filed by Accretive Wealth Partners, 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 5,189 shares
    Change vs previous 13F -100 shares

    0.13% of the 13F portfolio, value $410,761.

    13F-HR 0001765380-25-000269 filed by Accretive Wealth Partners, 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 5,289 shares
    Change vs previous 13F -53 shares

    0.15% of the 13F portfolio, value $418,043.

    13F-HR 0001765380-25-000175 filed by Accretive Wealth Partners, 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 5,342 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $531,422.

    13F-HR 0001765380-25-000023 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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