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Phillips Wealth Planners LLC: MRK position timeline

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

Phillips Wealth Planners LLC held 6,685 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 6,685 shares
    Change vs previous 13F +1,487 shares

    0.63% of the 13F portfolio, value $861,429.

    13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners 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 5,198 shares
    Change vs previous 13F -1,164 shares

    0.44% of the 13F portfolio, value $578,433.

    13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners 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 6,362 shares
    Change vs previous 13F +2,177 shares

    0.57% of the 13F portfolio, value $706,882.

    13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners 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 4,185 shares
    Change vs previous 13F +1,291 shares

    0.31% of the 13F portfolio, value $371,628.

    13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners 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 2,894 shares
    Change vs previous 13F -216 shares

    0.21% of the 13F portfolio, value $235,485.

    13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners 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 3,110 shares
    Change vs previous 13F -4,882 shares

    0.26% of the 13F portfolio, value $246,250.

    13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners 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 7,992 shares
    Change vs previous 13F -1,094 shares

    0.79% of the 13F portfolio, value $793,206.

    13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners 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 9,086 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,003,276.

    13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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