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Integrated Wealth Concepts LLC: MRK position timeline

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

Integrated Wealth Concepts LLC held 128,068 MRK shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 128,068 shares
    Change vs previous 13F +13,850 shares

    0.11% of the 13F portfolio, value $16,456,734.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 114,218 shares
    Change vs previous 13F +53,774 shares

    0.11% of the 13F portfolio, value $13,739,281.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 60,444 shares
    Change vs previous 13F -37,794 shares

    0.08% of the 13F portfolio, value $6,362,349.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 98,238 shares
    Change vs previous 13F -322 shares

    0.07% of the 13F portfolio, value $8,245,149.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 98,560 shares
    Change vs previous 13F +14,799 shares

    0.08% of the 13F portfolio, value $7,801,978.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 83,761 shares
    Change vs previous 13F +604 shares

    0.09% of the 13F portfolio, value $7,518,351.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 83,157 shares
    Change vs previous 13F +1,678 shares

    0.1% of the 13F portfolio, value $8,272,496.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 81,479 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,252,798.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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