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Centric Wealth Management: MRK position timeline

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

Centric Wealth Management held 3,525 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,525 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $398,708.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 3,525 shares
    Change vs previous 13F -716 shares

    0.08% of the 13F portfolio, value $398,708.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 4,241 shares
    Change vs previous 13F -161 shares

    0.1% of the 13F portfolio, value $480,809.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 4,402 shares
    Change vs previous 13F -25,194 shares

    0.08% of the 13F portfolio, value $378,459.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 29,596 shares
    Change vs previous 13F +1,519 shares

    0.57% of the 13F portfolio, value $2,388,103.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 28,077 shares
    Change vs previous 13F +4,075 shares

    0.66% of the 13F portfolio, value $2,520,194.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 24,002 shares
    Change vs previous 13F +174 shares

    0.65% of the 13F portfolio, value $2,387,699.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 23,828 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,400,175.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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