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Executive Wealth Management, LLC: MRK position timeline

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

Executive Wealth Management, LLC held 87,675 MRK shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 87,675 shares
    Change vs previous 13F -15,409 shares

    0.68% of the 13F portfolio, value $8,721,923.

    13F-HR 0001964047-25-000002 filed by Executive 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 ended2024-09-30
    13F/A 103,084 shares
    Change vs previous 13F +37,059 shares

    0.92% of the 13F portfolio, value $11,706,267.

    13F-HR/A 0001542611-24-000007 filed by Executive 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 ended2024-06-30
    13F/A 66,025 shares
    Change vs previous 13F +2,523 shares

    1.5% of the 13F portfolio, value $8,173,836.

    13F-HR/A 0001815355-24-000013 filed by Executive 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 ended2024-03-31
    13F 63,502 shares
    Change vs previous 13F +19,288 shares

    0.73% of the 13F portfolio, value $8,318,111.

    13F-HR 0001542611-24-000004 filed by Executive 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 ended2023-12-31
    13F 44,214 shares
    Change vs previous 13F +40,135 shares

    0.45% of the 13F portfolio, value $4,820,316.

    13F-HR 0001542611-24-000001 filed by Executive 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 ended2023-09-30
    13F 4,079 shares
    Change vs previous 13F -377 shares

    0.04% of the 13F portfolio, value $420,002.

    13F-HR 0001542611-23-000009 filed by Executive 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 ended2023-06-30
    13F 4,456 shares
    Change vs previous 13F +156 shares

    0.05% of the 13F portfolio, value $514,217.

    13F-HR 0001542611-23-000006 filed by Executive 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 ended2023-03-31
    13F/A 4,300 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $457,502.

    13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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