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Secure Asset Management, LLC: MRK position timeline

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

Secure Asset Management, LLC held 4,350 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,350 shares
    Change vs previous 13F -21,955 shares

    0.08% of the 13F portfolio, value $558,978.

    13F-HR 0002085853-26-000733 filed by Secure 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 26,305 shares
    Change vs previous 13F -1,593 shares

    0.5% of the 13F portfolio, value $3,164,288.

    13F-HR 0002085853-26-000323 filed by Secure 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 27,898 shares
    Change vs previous 13F -734 shares

    0.46% of the 13F portfolio, value $2,936,595.

    13F-HR 0002085853-26-000051 filed by Secure 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 28,632 shares
    Change vs previous 13F -14,976 shares

    0.43% of the 13F portfolio, value $2,580,623.

    13F-HR 0002085853-25-000048 filed by Secure 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 43,608 shares
    Change vs previous 13F -5,657 shares

    0.64% of the 13F portfolio, value $3,451,980.

    13F-HR 0001667731-25-000760 filed by Secure 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 49,265 shares
    Change vs previous 13F +20,818 shares

    0.89% of the 13F portfolio, value $4,422,029.

    13F-HR 0001667731-25-000402 filed by Secure Asset Management, 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 28,447 shares
    Change vs previous 13F +293 shares

    0.43% of the 13F portfolio, value $2,829,928.

    13F-HR 0001667731-25-000054 filed by Secure Asset Management, 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 28,154 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,197,199.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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