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Caliber Wealth Management, LLC / KS: MRK position timeline

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

Caliber Wealth Management, LLC / KS held 4,890 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,890 shares
    Change vs previous 13F -12 shares

    0.06% of the 13F portfolio, value $628,371.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    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 4,902 shares
    Change vs previous 13F -1,376 shares

    0.06% of the 13F portfolio, value $589,605.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    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 6,278 shares
    Change vs previous 13F -1,379 shares

    0.07% of the 13F portfolio, value $660,842.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    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 7,657 shares
    Change vs previous 13F -612 shares

    0.07% of the 13F portfolio, value $642,663.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    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 8,269 shares
    Change vs previous 13F -22,499 shares

    0.07% of the 13F portfolio, value $654,568.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    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 30,768 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,761,705.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

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