Skip to content
Disclosery

Balboa Wealth Partners: MRK position timeline

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

Balboa Wealth Partners held 6,729 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,729 shares
    Change vs previous 13F -218 shares

    0.12% of the 13F portfolio, value $864,637.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 6,947 shares
    Change vs previous 13F +383 shares

    0.14% of the 13F portfolio, value $835,606.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 6,564 shares
    Change vs previous 13F +2,119 shares

    0.11% of the 13F portfolio, value $690,978.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 4,445 shares
    Change vs previous 13F -328 shares

    0.06% of the 13F portfolio, value $373,100.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 4,773 shares
    Change vs previous 13F +378 shares

    0.08% of the 13F portfolio, value $377,792.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 4,395 shares
    Change vs previous 13F -785 shares

    0.1% of the 13F portfolio, value $394,525.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 5,180 shares
    Change vs previous 13F +265 shares

    0.12% of the 13F portfolio, value $515,280.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 4,915 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $558,162.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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