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Disclosery

Copperwynd Financial, LLC: MRK position timeline

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

Copperwynd Financial, LLC held 21,144 MRK shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,144 shares
    Change vs previous 13F +487 shares

    0.42% of the 13F portfolio, value $1,673,725.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 20,657 shares
    Change vs previous 13F +14,696 shares

    0.51% of the 13F portfolio, value $1,854,161.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 5,961 shares
    Change vs previous 13F -1,019 shares

    0.16% of the 13F portfolio, value $593,026.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 6,980 shares
    Change vs previous 13F +251 shares

    0.24% of the 13F portfolio, value $792,687.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 6,729 shares
    Change vs previous 13F +459 shares

    0.25% of the 13F portfolio, value $761,290.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 6,270 shares
    Change vs previous 13F -225 shares

    0.3% of the 13F portfolio, value $827,277.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 6,495 shares
    Change vs previous 13F -13,888 shares

    0.28% of the 13F portfolio, value $708,051.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 20,383 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,098,433.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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