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Beverly Hills Private Wealth, LLC: MRK position timeline

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

Beverly Hills Private Wealth, LLC held 5,600 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,600 shares
    Change vs previous 13F -8,299 shares

    0.14% of the 13F portfolio, value $719,597.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private 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 13,899 shares
    Change vs previous 13F +8,347 shares

    0.28% of the 13F portfolio, value $1,671,969.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private 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/A 5,552 shares
    Change vs previous 13F -170 shares

    0.1% of the 13F portfolio, value $584,403.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private 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 5,722 shares
    Change vs previous 13F -170 shares

    0.08% of the 13F portfolio, value $480,214.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private 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 ended2025-06-30
    13F 5,892 shares
    Change vs previous 13F -365 shares

    0.09% of the 13F portfolio, value $466,467.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, 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 6,257 shares
    Change vs previous 13F -19,524 shares

    0.11% of the 13F portfolio, value $561,655.

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private 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 ended2024-12-31
    13F 25,781 shares
    Change vs previous 13F -4,171 shares

    0.52% of the 13F portfolio, value $2,564,684.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, 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 29,952 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,401,356.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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