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Portside Wealth Group, LLC: MRK position timeline

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

Portside Wealth Group, LLC held 21,032 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,032 shares
    Change vs previous 13F +1,051 shares

    0.32% of the 13F portfolio, value $2,702,602.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 19,981 shares
    Change vs previous 13F -4,038 shares

    0.33% of the 13F portfolio, value $2,403,479.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 24,019 shares
    Change vs previous 13F -452 shares

    0.34% of the 13F portfolio, value $2,528,278.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 24,471 shares
    Change vs previous 13F +3,179 shares

    0.29% of the 13F portfolio, value $2,053,845.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 21,292 shares
    Change vs previous 13F +939 shares

    0.25% of the 13F portfolio, value $1,685,504.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 20,353 shares
    Change vs previous 13F +170 shares

    0.3% of the 13F portfolio, value $1,826,886.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 20,183 shares
    Change vs previous 13F +3,774 shares

    0.33% of the 13F portfolio, value $2,007,805.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 16,409 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,863,291.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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