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Disclosery

POTENTIA WEALTH: MRK position timeline

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

POTENTIA WEALTH held 0 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,030 shares

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 3,030 shares
    Change vs previous 13F -1,275 shares

    0.14% of the 13F portfolio, value $364,479.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 4,305 shares
    Change vs previous 13F -125 shares

    0.17% of the 13F portfolio, value $453,145.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 4,430 shares
    Change vs previous 13F -450 shares

    0.14% of the 13F portfolio, value $371,810.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 4,880 shares
    Change vs previous 13F -670 shares

    0.22% of the 13F portfolio, value $386,301.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 5,550 shares
    Change vs previous 13F -830 shares

    0.23% of the 13F portfolio, value $498,169.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 6,380 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $634,683.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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