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Regent Peak Wealth Advisors LLC: MRK position timeline

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

Regent Peak Wealth Advisors LLC held 7,400 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,400 shares
    Change vs previous 13F +103 shares

    0.19% of the 13F portfolio, value $1,075,392.

    13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,297 shares
    Change vs previous 13F +108 shares

    0.17% of the 13F portfolio, value $937,677.

    13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,189 shares
    Change vs previous 13F +232 shares

    0.18% of the 13F portfolio, value $864,776.

    13F-HR 0001803329-26-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,957 shares
    Change vs previous 13F +600 shares

    0.14% of the 13F portfolio, value $732,304.

    13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,357 shares
    Change vs previous 13F -1,332 shares

    0.11% of the 13F portfolio, value $533,551.

    13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors 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 7,689 shares
    Change vs previous 13F -2,012 shares

    0.16% of the 13F portfolio, value $690,173.

    13F-HR 0001803329-25-000005 filed by Regent Peak Wealth Advisors 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 9,701 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $965,065.

    13F-HR/A 0001803329-25-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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