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Peak Retirement Planning, Inc.: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Retirement Planning, Inc. on MRK, newest first. How the timeline and the estimate are built.

Peak Retirement Planning, Inc. held 29,248 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,248 shares
    Change vs previous 13F +7,649 shares

    0.6% of the 13F portfolio, value $3,758,369.

    13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
    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 21,599 shares
    Change vs previous 13F +1,362 shares

    0.52% of the 13F portfolio, value $2,598,090.

    13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
    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 20,237 shares
    Change vs previous 13F -1,921 shares

    0.5% of the 13F portfolio, value $2,130,123.

    13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
    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 22,158 shares
    Change vs previous 13F +4,961 shares

    0.52% of the 13F portfolio, value $1,859,695.

    13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
    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 17,197 shares
    Change vs previous 13F +6,164 shares

    0.55% of the 13F portfolio, value $1,361,281.

    13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, Inc.
    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 11,033 shares
    Change vs previous 13F +2,469 shares

    0.55% of the 13F portfolio, value $990,322.

    13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, Inc.
    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 8,564 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $899,099.

    13F-HR 0002056697-25-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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