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Disclosery

Plan A Wealth LLC: MRK position timeline

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

Plan A Wealth LLC held 4,730 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,730 shares
    Change vs previous 13F -130 shares

    0.25% of the 13F portfolio, value $687,316.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,860 shares
    Change vs previous 13F +52 shares

    0.27% of the 13F portfolio, value $624,510.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 4,808 shares
    Change vs previous 13F -67 shares

    0.28% of the 13F portfolio, value $578,354.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 4,875 shares
    Change vs previous 13F -44 shares

    0.25% of the 13F portfolio, value $513,143.

    13F-HR 0001172661-26-000517 filed by Plan A 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 ended2025-09-30
    13F 4,919 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $412,852.

    13F-HR 0001172661-25-004609 filed by Plan A 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 ended2025-06-30
    13F 4,918 shares
    Change vs previous 13F +55 shares

    0.22% of the 13F portfolio, value $389,309.

    13F-HR 0001172661-25-004608 filed by Plan A 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 ended2025-03-31
    13F 4,863 shares
    Change vs previous 13F -303 shares

    0.34% of the 13F portfolio, value $436,503.

    13F-HR 0001172661-25-004607 filed by Plan A 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 ended2024-12-31
    13F 5,166 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $513,914.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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