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JPL Wealth Management, LLC: MRK position timeline

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

JPL Wealth Management, LLC held 3,122 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,122 shares
    Change vs previous 13F +155 shares

    0.08% of the 13F portfolio, value $401,178.

    13F-HR 0002010710-26-000005 filed by JPL 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/A 2,967 shares
    Change vs previous 13F +736 shares

    0.08% of the 13F portfolio, value $356,901.

    13F-HR/A 0002010710-26-000004 filed by JPL 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 2,231 shares
    Change vs previous 13F -771 shares

    0.06% of the 13F portfolio, value $234,836.

    13F-HR 0002010710-26-000001 filed by JPL 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 3,002 shares
    Change vs previous 13F +286 shares

    0.06% of the 13F portfolio, value $251,960.

    13F-HR 0002010710-25-000008 filed by JPL 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 2,716 shares
    Change vs previous 13F -469 shares

    0.06% of the 13F portfolio, value $215,001.

    13F-HR 0002010710-25-000005 filed by JPL 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/A 3,185 shares
    Change vs previous 13F -1,089 shares

    0.08% of the 13F portfolio, value $285,860.

    13F-HR/A 0002010710-25-000003 filed by JPL 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 4,274 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $425,141.

    13F-HR 0002010710-25-000001 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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