Insight Wealth Strategies, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on MRK, newest first. How the timeline and the estimate are built.
Insight Wealth Strategies, LLC held 54,318 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 54,318 sharesChange vs previous 13F -5 shares
0.78% of the 13F portfolio, value $7,892,909.
13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 54,323 sharesChange vs previous 13F +4,035 shares
0.66% of the 13F portfolio, value $6,810,424.
13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, 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 50,288 sharesChange vs previous 13F -9,815 shares
0.68% of the 13F portfolio, value $6,049,198.
13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, 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 60,103 sharesChange vs previous 13F +2,884 shares
0.73% of the 13F portfolio, value $6,326,482.
13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, 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 57,219 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $4,802,391.
13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).