Bogart Wealth, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on MRK, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 7,849 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,849 sharesChange vs previous 13F +565 shares
0.03% of the 13F portfolio, value $1,008,592.
13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 7,284 sharesChange vs previous 13F +104 shares
0.03% of the 13F portfolio, value $876,248.
13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 7,180 sharesChange vs previous 13F +1,002 shares
0.03% of the 13F portfolio, value $755,749.
13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 6,178 sharesChange vs previous 13F -749 shares
0.02% of the 13F portfolio, value $518,531.
13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 6,927 sharesChange vs previous 13F +287 shares
0.02% of the 13F portfolio, value $548,322.
13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 6,640 sharesChange vs previous 13F -63,616 shares
0.03% of the 13F portfolio, value $595,965.
13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 70,256 sharesChange vs previous 13F +10,821 shares
0.33% of the 13F portfolio, value $6,989,046.
13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 59,435 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $6,749,418.
13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).