Discipline Wealth Solutions, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on MRK, newest first. How the timeline and the estimate are built.
Discipline Wealth Solutions, LLC held 12,035 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 12,035 sharesChange vs previous 13F +522 shares
0.13% of the 13F portfolio, value $1,546,527.
13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, 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 11,513 sharesChange vs previous 13F +8,068 shares
0.15% of the 13F portfolio, value $1,384,901.
13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, 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 3,445 sharesChange vs previous 13F +528 shares
0.07% of the 13F portfolio, value $362,589.
13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, 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 2,917 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $244,817.
13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).