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Dakota Wealth Management: MRK position timeline

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

Dakota Wealth Management held 250,026 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,026 shares
    Change vs previous 13F +16,681 shares

    0.61% of the 13F portfolio, value $32,135,592.

    13F-HR 0001951757-26-001143 filed by Dakota 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/A 233,345 shares
    Change vs previous 13F +52,548 shares

    0.61% of the 13F portfolio, value $28,076,377.

    13F-HR/A 0001951757-26-001603 filed by Dakota 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/A 180,797 shares
    Change vs previous 13F +149,486 shares

    0.34% of the 13F portfolio, value $19,037,633.

    13F-HR/A 0001951757-26-001604 filed by Dakota 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/A 31,311 shares
    Change vs previous 13F -4,634 shares

    0.05% of the 13F portfolio, value $2,628,056.

    13F-HR/A 0001951757-26-001605 filed by Dakota 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 35,945 shares
    Change vs previous 13F +114 shares

    0.06% of the 13F portfolio, value $2,845,530.

    13F-HR 0001951757-25-000874 filed by Dakota 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 35,831 shares
    Change vs previous 13F -3,766 shares

    0.08% of the 13F portfolio, value $3,216,345.

    13F-HR 0001951757-25-000489 filed by Dakota 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 39,597 shares
    Change vs previous 13F -42,660 shares

    0.09% of the 13F portfolio, value $3,939,312.

    13F-HR 0001951757-25-000061 filed by Dakota 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 82,257 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $9,341,679.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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