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RMR Wealth Builders: MRK position timeline

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

RMR Wealth Builders held 18,454 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,454 shares
    Change vs previous 13F +5,388 shares

    0.15% of the 13F portfolio, value $2,371,302.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 13,066 shares
    Change vs previous 13F +1,056 shares

    0.12% of the 13F portfolio, value $1,582,543.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 12,010 shares
    Change vs previous 13F +1,267 shares

    0.1% of the 13F portfolio, value $1,264,199.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 10,743 shares
    Change vs previous 13F -639 shares

    0.08% of the 13F portfolio, value $901,694.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 11,382 shares
    Change vs previous 13F -1,020 shares

    0.08% of the 13F portfolio, value $901,020.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 12,402 shares
    Change vs previous 13F -14,234 shares

    0.12% of the 13F portfolio, value $1,113,236.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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 26,636 shares
    Change vs previous 13F +451 shares

    0.27% of the 13F portfolio, value $2,649,724.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 26,185 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,973,535.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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