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Private Wealth Asset Management, LLC: MRK position timeline

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

Private Wealth Asset Management, LLC held 22,055 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,055 shares
    Change vs previous 13F +2,581 shares

    0.27% of the 13F portfolio, value $2,834,082.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset Management, 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 19,474 shares
    Change vs previous 13F +1,984 shares

    0.25% of the 13F portfolio, value $2,342,541.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset Management, 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 17,490 shares
    Change vs previous 13F -66 shares

    0.2% of the 13F portfolio, value $1,841,009.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset Management, 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 17,556 shares
    Change vs previous 13F -1,105 shares

    0.17% of the 13F portfolio, value $1,473,484.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset Management, 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 18,661 shares
    Change vs previous 13F +1,306 shares

    0.2% of the 13F portfolio, value $1,477,174.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset Management, 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 17,355 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,557,750.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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