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Disclosery

Circle Wealth Management, LLC: MRK position timeline

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

Circle Wealth Management, LLC held 176,636 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,636 shares
    Change vs previous 13F -651 shares

    0.29% of the 13F portfolio, value $22,697,732.

    13F-HR 0001578242-26-000003 filed by Circle 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 177,287 shares
    Change vs previous 13F -4,089 shares

    0.3% of the 13F portfolio, value $21,325,806.

    13F-HR 0001578242-26-000002 filed by Circle 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 181,376 shares
    Change vs previous 13F +19,145 shares

    0.29% of the 13F portfolio, value $19,091,666.

    13F-HR 0001578242-26-000001 filed by Circle 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 ended2025-09-30
    13F 162,231 shares
    Change vs previous 13F -19,064 shares

    0.26% of the 13F portfolio, value $13,616,073.

    13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
    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 181,295 shares
    Change vs previous 13F +145 shares

    0.32% of the 13F portfolio, value $14,351,349.

    13F-HR 0001578242-25-000003 filed by Circle 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 ended2025-03-31
    13F 181,150 shares
    Change vs previous 13F -4,195 shares

    0.38% of the 13F portfolio, value $16,260,020.

    13F-HR 0001578242-25-000002 filed by Circle 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 ended2024-12-31
    13F 185,345 shares
    Change vs previous 13F -718 shares

    0.39% of the 13F portfolio, value $18,438,127.

    13F-HR 0001578242-25-000001 filed by Circle Wealth Management, LLC
    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 186,063 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $21,129,296.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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