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Disclosery

AE Wealth Management LLC: MRK position timeline

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

AE Wealth Management LLC held 205,251 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,251 shares
    Change vs previous 13F +61,169 shares

    0.12% of the 13F portfolio, value $26,375,179.

    13F-HR 0001697723-26-000007 filed by AE 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 144,082 shares
    Change vs previous 13F -8,425 shares

    0.09% of the 13F portfolio, value $17,332,019.

    13F-HR 0001697723-26-000006 filed by AE 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 152,507 shares
    Change vs previous 13F -102,481 shares

    0.09% of the 13F portfolio, value $16,052,762.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 254,988 shares
    Change vs previous 13F +15,398 shares

    0.14% of the 13F portfolio, value $21,401,331.

    13F-HR 0001697723-25-000007 filed by AE 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 239,590 shares
    Change vs previous 13F -184,984 shares

    0.14% of the 13F portfolio, value $18,965,958.

    13F-HR 0001697723-25-000004 filed by AE 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 424,574 shares
    Change vs previous 13F -136,797 shares

    0.32% of the 13F portfolio, value $38,109,738.

    13F-HR 0001697723-25-000003 filed by AE 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 561,371 shares
    Change vs previous 13F +61,222 shares

    0.47% of the 13F portfolio, value $55,845,296.

    13F-HR 0001697723-25-000001 filed by AE 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 500,149 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $56,797,029.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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