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Disclosery

LMG Wealth Partners, LLC: MRK position timeline

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

LMG Wealth Partners, LLC held 25,729 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,729 shares
    Change vs previous 13F +642 shares

    0.53% of the 13F portfolio, value $3,306,176.

    13F-HR 0001951757-26-001238 filed by LMG Wealth Partners, 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 25,087 shares
    Change vs previous 13F +925 shares

    0.55% of the 13F portfolio, value $3,017,770.

    13F-HR 0001951757-26-000637 filed by LMG Wealth Partners, 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 24,162 shares
    Change vs previous 13F -1,851 shares

    0.47% of the 13F portfolio, value $2,543,341.

    13F-HR 0001951757-26-000338 filed by LMG Wealth Partners, 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 26,013 shares
    Change vs previous 13F +550 shares

    0.41% of the 13F portfolio, value $2,183,289.

    13F-HR 0001951757-25-001389 filed by LMG Wealth Partners, 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 25,463 shares
    Change vs previous 13F +1,680 shares

    0.41% of the 13F portfolio, value $2,015,686.

    13F-HR 0001951757-25-000995 filed by LMG Wealth Partners, 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 23,783 shares
    Change vs previous 13F +695 shares

    0.48% of the 13F portfolio, value $2,134,801.

    13F-HR 0001951757-25-000493 filed by LMG Wealth Partners, 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 23,088 shares
    Change vs previous 13F +708 shares

    0.5% of the 13F portfolio, value $2,296,833.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, 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 22,380 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,541,481.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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