Skip to content
Disclosery

Falcon Wealth Planning: MRK position timeline

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

Falcon Wealth Planning held 4,045 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,045 shares
    Change vs previous 13F -381 shares

    0.03% of the 13F portfolio, value $519,763.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 4,426 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $532,506.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 4,361 shares
    Change vs previous 13F +1,179 shares

    0.04% of the 13F portfolio, value $459,023.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 3,182 shares
    Change vs previous 13F +397 shares

    0.02% of the 13F portfolio, value $267,099.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 2,785 shares
    Change vs previous 13F -235 shares

    0.02% of the 13F portfolio, value $220,492.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 3,020 shares
    Change vs previous 13F +318 shares

    0.03% of the 13F portfolio, value $271,111.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 2,702 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $268,835.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 2,767 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $314,266.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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