Palumbo Wealth Management LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palumbo Wealth Management LLC on MRK, newest first. How the timeline and the estimate are built.
Palumbo Wealth Management LLC held 4,918 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 4,918 sharesChange vs previous 13F +58 shares
0.13% of the 13F portfolio, value $631,940.
13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,860 sharesChange vs previous 13F +264 shares
0.14% of the 13F portfolio, value $584,641.
13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,596 sharesChange vs previous 13F +220 shares
0.12% of the 13F portfolio, value $483,814.
13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,376 sharesChange vs previous 13F +130 shares
0.1% of the 13F portfolio, value $315,276.
13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,246 sharesChange vs previous 13F +274 shares
0.1% of the 13F portfolio, value $336,129.
13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,972 sharesChange vs previous 13F +300 shares
0.12% of the 13F portfolio, value $356,544.
13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,672 sharesChange vs previous 13F +22 shares
0.14% of the 13F portfolio, value $365,260.
13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,650 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $414,444.
13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).