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Disclosery

Private Wealth Partners, LLC: MRK position timeline

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

Private Wealth Partners, LLC held 301,750 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,750 shares
    Change vs previous 13F -7,588 shares

    2.78% of the 13F portfolio, value $38,774,891.

    13F-HR 0001335851-26-000005 filed by Private 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 309,338 shares
    Change vs previous 13F -2,449 shares

    2.87% of the 13F portfolio, value $37,210,226.

    13F-HR 0001335851-26-000002 filed by Private 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 311,787 shares
    Change vs previous 13F -6,512 shares

    2.33% of the 13F portfolio, value $32,818,708.

    13F-HR 0001335851-26-000001 filed by Private 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 318,299 shares
    Change vs previous 13F +1,535 shares

    1.9% of the 13F portfolio, value $26,714,836.

    13F-HR 0001335851-25-000004 filed by Private 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 316,764 shares
    Change vs previous 13F -13,723 shares

    1.96% of the 13F portfolio, value $25,075,016.

    13F-HR 0001085146-25-004438 filed by Private 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 330,487 shares
    Change vs previous 13F +1,316 shares

    2.46% of the 13F portfolio, value $29,664,506.

    13F-HR 0001085146-25-002217 filed by Private 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 329,171 shares
    Change vs previous 13F +38,652 shares

    2.51% of the 13F portfolio, value $32,745,978.

    13F-HR 0001085146-25-000680 filed by Private 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 290,519 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $32,991,362.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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