Ascent Wealth Partners, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Wealth Partners, LLC on MRK, newest first. How the timeline and the estimate are built.
Ascent Wealth Partners, LLC held 17,254 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 17,254 sharesChange vs previous 13F +421 shares
0.22% of the 13F portfolio, value $2,217,139.
13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,833 sharesChange vs previous 13F +394 shares
0.24% of the 13F portfolio, value $2,024,842.
13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,439 sharesChange vs previous 13F -280 shares
0.2% of the 13F portfolio, value $1,730,369.
13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,719 sharesChange vs previous 13F -155 shares
0.16% of the 13F portfolio, value $1,403,226.
13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,874 sharesChange vs previous 13F -1,120 shares
0.16% of the 13F portfolio, value $1,335,746.
13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,994 sharesChange vs previous 13F +89 shares
0.22% of the 13F portfolio, value $1,615,141.
13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,905 sharesChange vs previous 13F +1,388 shares
0.24% of the 13F portfolio, value $1,781,189.
13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,517 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $1,875,671.
13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).