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Disclosery

BSW Wealth Partners: MRK position timeline

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

BSW Wealth Partners held 17,580 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,580 shares
    Change vs previous 13F -414 shares

    0.25% of the 13F portfolio, value $2,259,043.

    13F-HR 0001512601-26-000007 filed by BSW 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 17,994 shares
    Change vs previous 13F -669 shares

    0.26% of the 13F portfolio, value $2,164,478.

    13F-HR 0001512601-26-000005 filed by BSW 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 18,663 shares
    Change vs previous 13F +944 shares

    0.24% of the 13F portfolio, value $1,964,498.

    13F-HR 0001512601-26-000003 filed by BSW 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 17,719 shares
    Change vs previous 13F -195 shares

    0.19% of the 13F portfolio, value $1,487,149.

    13F-HR 0001512601-25-000013 filed by BSW 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 17,914 shares
    Change vs previous 13F -912 shares

    0.19% of the 13F portfolio, value $1,418,110.

    13F-HR 0001512601-25-000009 filed by BSW 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 18,826 shares
    Change vs previous 13F +863 shares

    0.26% of the 13F portfolio, value $1,689,817.

    13F-HR 0001512601-25-000007 filed by BSW 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 17,963 shares
    Change vs previous 13F -138 shares

    0.26% of the 13F portfolio, value $1,786,919.

    13F-HR 0001512601-25-000003 filed by BSW 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 18,101 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,055,525.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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