Crown Wealth Group, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on MRK, newest first. How the timeline and the estimate are built.
Crown Wealth Group, LLC held 4,810 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 4,810 sharesChange vs previous 13F +18 shares
0.16% of the 13F portfolio, value $618,085.
13F-HR 0002085853-26-000791 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,792 sharesChange vs previous 13F +133 shares
0.17% of the 13F portfolio, value $576,430.
13F-HR 0002085853-26-000447 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,659 sharesChange vs previous 13F +356 shares
0.14% of the 13F portfolio, value $490,406.
13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,303 sharesChange vs previous 13F -148 shares
0.11% of the 13F portfolio, value $361,151.
13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,451 sharesChange vs previous 13F -914 shares
0.13% of the 13F portfolio, value $352,341.
13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 5,365 sharesChange vs previous 13F +176 shares
0.25% of the 13F portfolio, value $481,562.
13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 5,189 sharesChange vs previous 13F -173 shares
0.21% of the 13F portfolio, value $516,202.
13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,362 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $608,874.
13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).