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MISSION WEALTH MANAGEMENT, LP: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on MRK, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 72,281 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,281 shares
    Change vs previous 13F +46,291 shares

    0.12% of the 13F portfolio, value $9,287,997.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 25,990 shares
    Change vs previous 13F -2,791 shares

    0.07% of the 13F portfolio, value $3,126,336.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 28,781 shares
    Change vs previous 13F +1,322 shares

    0.06% of the 13F portfolio, value $3,029,499.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 27,459 shares
    Change vs previous 13F -2,872 shares

    0.05% of the 13F portfolio, value $2,304,666.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 30,331 shares
    Change vs previous 13F -2,208 shares

    0.05% of the 13F portfolio, value $2,400,970.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 32,539 shares
    Change vs previous 13F -213 shares

    0.07% of the 13F portfolio, value $2,920,685.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 32,752 shares
    Change vs previous 13F -298 shares

    0.08% of the 13F portfolio, value $3,258,150.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 33,050 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,753,198.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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