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Modera Wealth Management, LLC: MRK position timeline

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

Modera Wealth Management, LLC held 47,191 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,191 shares
    Change vs previous 13F -1,823 shares

    0.06% of the 13F portfolio, value $6,064,102.

    13F-HR 0001398344-26-013292 filed by Modera 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 49,014 shares
    Change vs previous 13F +4,899 shares

    0.07% of the 13F portfolio, value $5,895,923.

    13F-HR 0001398344-26-008552 filed by Modera 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 44,115 shares
    Change vs previous 13F +1,193 shares

    0.05% of the 13F portfolio, value $4,643,532.

    13F-HR 0001398344-26-000944 filed by Modera 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 42,922 shares
    Change vs previous 13F -2,333 shares

    0.04% of the 13F portfolio, value $3,602,422.

    13F-HR 0001398344-25-020069 filed by Modera 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 45,255 shares
    Change vs previous 13F -2,910 shares

    0.04% of the 13F portfolio, value $3,582,404.

    13F-HR 0001398344-25-014578 filed by Modera 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 48,165 shares
    Change vs previous 13F -4,493 shares

    0.06% of the 13F portfolio, value $4,323,283.

    13F-HR 0001398344-25-008976 filed by Modera 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 52,658 shares
    Change vs previous 13F -937 shares

    0.06% of the 13F portfolio, value $5,238,379.

    13F-HR 0001398344-25-002046 filed by Modera 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 53,595 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,086,292.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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