Skip to content
Disclosery

Lodestone Wealth Management LLC: MRK position timeline

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

Lodestone Wealth Management LLC held 32,793 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,793 shares
    Change vs previous 13F +291 shares

    1.49% of the 13F portfolio, value $4,213,839.

    13F-HR 0001950158-26-000004 filed by Lodestone 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 32,502 shares
    Change vs previous 13F +340 shares

    1.55% of the 13F portfolio, value $3,909,701.

    13F-HR/A 0001950158-26-000003 filed by Lodestone 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 32,162 shares
    Change vs previous 13F +1,696 shares

    1.38% of the 13F portfolio, value $3,385,379.

    13F-HR 0001950158-26-000001 filed by Lodestone 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 30,466 shares
    Change vs previous 13F -1,459 shares

    1.15% of the 13F portfolio, value $2,556,970.

    13F-HR 0001950158-25-000007 filed by Lodestone 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 31,925 shares
    Change vs previous 13F +269 shares

    1.23% of the 13F portfolio, value $2,527,150.

    13F-HR 0001754960-25-000570 filed by Lodestone 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 31,656 shares
    Change vs previous 13F -2,672 shares

    1.51% of the 13F portfolio, value $2,841,428.

    13F-HR 0001950158-25-000005 filed by Lodestone 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 34,328 shares
    Change vs previous 13F +2,159 shares

    1.71% of the 13F portfolio, value $3,414,925.

    13F-HR 0001950158-25-000001 filed by Lodestone 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 32,169 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,653,167.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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