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Disclosery

Alaethes Wealth, LLC: MRK position timeline

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

Alaethes Wealth, LLC held 3,171 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 3,171 shares
    Change vs previous 13F +64 shares

    0.12% of the 13F portfolio, value $410,104.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 3,107 shares
    Change vs previous 13F +107 shares

    0.11% of the 13F portfolio, value $376,291.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, 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 3,000 shares
    Change vs previous 13F +274 shares

    0.09% of the 13F portfolio, value $318,299.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, 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 2,726 shares
    Change vs previous 13F +2,726 shares

    0.07% of the 13F portfolio, value $229,786.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,210 shares

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, 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.

  6. period ended2024-12-31
    13F 2,210 shares
    Change vs previous 13F -13,744 shares

    0.08% of the 13F portfolio, value $221,666.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 15,954 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,824,227.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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