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Disclosery

ACG Wealth: MRK position timeline

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

ACG Wealth held 13,364 MRK shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 13,364 shares
    Change vs previous 13F +19 shares

    0.26% of the 13F portfolio, value $1,151,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 13,345 shares
    Change vs previous 13F -178 shares

    0.25% of the 13F portfolio, value $1,217,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 13,523 shares
    Change vs previous 13F +722 shares

    0.21% of the 13F portfolio, value $1,110,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 12,801 shares
    Change vs previous 13F -130 shares

    0.14% of the 13F portfolio, value $981,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 12,931 shares
    Change vs previous 13F +680 shares

    0.13% of the 13F portfolio, value $971,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 12,251 shares
    Change vs previous 13F -1,922 shares

    0.12% of the 13F portfolio, value $953,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 14,173 shares
    Change vs previous 13F -42 shares

    0.15% of the 13F portfolio, value $1,093,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 14,215 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,163,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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