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Disclosery

Principle Wealth Partners LLC: MRK position timeline

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

Principle Wealth Partners LLC held 79,812 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 79,812 shares
    Change vs previous 13F -240 shares

    0.51% of the 13F portfolio, value $10,255,902.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 80,052 shares
    Change vs previous 13F -2,214 shares

    0.55% of the 13F portfolio, value $9,629,460.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 82,266 shares
    Change vs previous 13F +6,354 shares

    0.49% of the 13F portfolio, value $8,659,273.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 75,912 shares
    Change vs previous 13F -843 shares

    0.37% of the 13F portfolio, value $6,371,261.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 76,755 shares
    Change vs previous 13F +2,697 shares

    0.38% of the 13F portfolio, value $6,075,950.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 74,058 shares
    Change vs previous 13F +1,915 shares

    0.48% of the 13F portfolio, value $6,647,475.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 72,143 shares
    Change vs previous 13F -275 shares

    0.5% of the 13F portfolio, value $7,176,822.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 72,418 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,223,811.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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