Skip to content
Disclosery

Naviter Wealth, LLC: MRK position timeline

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

Naviter Wealth, LLC held 24,004 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,004 shares
    Change vs previous 13F +2,375 shares

    0.28% of the 13F portfolio, value $3,104,730.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 21,629 shares
    Change vs previous 13F +1,282 shares

    0.33% of the 13F portfolio, value $2,620,060.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 20,347 shares
    Change vs previous 13F -898 shares

    0.28% of the 13F portfolio, value $2,158,863.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 21,245 shares
    Change vs previous 13F -2,552 shares

    0.21% of the 13F portfolio, value $1,800,331.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 23,797 shares
    Change vs previous 13F -976 shares

    0.23% of the 13F portfolio, value $1,902,903.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 24,773 shares
    Change vs previous 13F +192 shares

    0.27% of the 13F portfolio, value $2,230,490.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 24,581 shares
    Change vs previous 13F +3,009 shares

    0.3% of the 13F portfolio, value $2,465,747.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 21,572 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,466,297.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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