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Confluence Wealth Services, Inc.: MRK position timeline

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

Confluence Wealth Services, Inc. held 49,534 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 49,534 shares
    Change vs previous 13F +5,322 shares

    0.18% of the 13F portfolio, value $6,365,082.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    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 44,212 shares
    Change vs previous 13F +1,009 shares

    0.21% of the 13F portfolio, value $5,318,150.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    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 43,203 shares
    Change vs previous 13F +95 shares

    0.19% of the 13F portfolio, value $4,547,520.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    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 43,108 shares
    Change vs previous 13F +686 shares

    0.18% of the 13F portfolio, value $3,618,051.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    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 42,422 shares
    Change vs previous 13F +646 shares

    0.18% of the 13F portfolio, value $3,358,103.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    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 41,776 shares
    Change vs previous 13F -884 shares

    0.21% of the 13F portfolio, value $3,289,442.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 42,660 shares
    Change vs previous 13F +1,107 shares

    0.27% of the 13F portfolio, value $4,122,207.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    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 41,553 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,718,734.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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