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Edge Wealth Management LLC: MRK position timeline

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

Edge Wealth Management LLC held 123,674 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,674 shares
    Change vs previous 13F +239 shares

    2.67% of the 13F portfolio, value $15,880,950.

    13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
    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 123,435 shares
    Change vs previous 13F +329 shares

    2.54% of the 13F portfolio, value $14,848,026.

    13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
    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 123,106 shares
    Change vs previous 13F -1,581 shares

    2.29% of the 13F portfolio, value $12,958,089.

    13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
    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 124,687 shares
    Change vs previous 13F +285 shares

    1.85% of the 13F portfolio, value $10,464,996.

    13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
    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 124,402 shares
    Change vs previous 13F +383 shares

    1.9% of the 13F portfolio, value $9,847,619.

    13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
    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 124,019 shares
    Change vs previous 13F +2,032 shares

    2.26% of the 13F portfolio, value $11,131,925.

    13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
    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 121,987 shares
    Change vs previous 13F -1,574 shares

    2.46% of the 13F portfolio, value $12,135,248.

    13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
    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 123,561 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $14,031,632.

    13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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