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C2C Wealth Management, LLC: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on MRK, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 1,981 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,981 shares
    Change vs previous 13F -172 shares

    0.2% of the 13F portfolio, value $254,558.

    13F-HR 0001951757-26-000940 filed by C2C Wealth Management, 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 2,153 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $258,984.

    13F-HR 0001951757-26-000648 filed by C2C Wealth Management, 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 2,153 shares
    Change vs previous 13F +2,153 shares

    0.19% of the 13F portfolio, value $226,625.

    13F-HR 0001951757-26-000263 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,333 shares

    13F-HR 0001951757-25-000879 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 2,333 shares
    Change vs previous 13F -25 shares

    0.2% of the 13F portfolio, value $209,410.

    13F-HR 0001951757-25-000424 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,358 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $234,574.

    13F-HR 0001951757-25-000243 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,458 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $251,503.

    13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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