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Disclosery

HB Wealth Management, LLC: MRK position timeline

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

HB Wealth Management, LLC held 242,175 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,175 shares
    Change vs previous 13F +736 shares

    0.17% of the 13F portfolio, value $31,119,565.

    13F-HR 0001172661-26-002920 filed by HB 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 241,439 shares
    Change vs previous 13F +13,245 shares

    0.19% of the 13F portfolio, value $29,042,790.

    13F-HR 0001172661-26-001543 filed by HB 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 228,194 shares
    Change vs previous 13F +1,304 shares

    0.16% of the 13F portfolio, value $24,019,720.

    13F-HR 0001172661-26-000353 filed by HB 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 226,890 shares
    Change vs previous 13F +30,115 shares

    0.13% of the 13F portfolio, value $19,042,888.

    13F-HR 0001172661-25-004398 filed by HB 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 196,775 shares
    Change vs previous 13F -805 shares

    0.12% of the 13F portfolio, value $15,576,723.

    13F-HR 0001172661-25-002644 filed by HB 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 197,580 shares
    Change vs previous 13F +43,404 shares

    0.15% of the 13F portfolio, value $17,734,785.

    13F-HR 0001172661-25-001594 filed by HB 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 154,176 shares
    Change vs previous 13F +6,405 shares

    0.16% of the 13F portfolio, value $15,334,344.

    13F-HR 0001172661-25-000193 filed by HB 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 147,771 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $16,780,972.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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