Capital A Wealth Management, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital A Wealth Management, LLC on MRK, newest first. How the timeline and the estimate are built.
Capital A Wealth Management, LLC held 665 MRK shares at 2025-06-30 per its 13F-HR filed 2025-09-26.
the latest 13F is the newest step
- period ended2025-06-3013F 665 sharesChange vs previous 13F +115 shares
0.81% of the 13F portfolio, value $72,498.
13F-HR 0002055297-25-000008 filed by Capital A Wealth Management, 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 550 sharesChange vs previous 13F -421 shares
0.05% of the 13F portfolio, value $49,376.
13F-HR 0002055297-25-000004 filed by Capital A Wealth Management, 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 971 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $96,597.
13F-HR 0002055297-25-000002 filed by Capital A Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).