Sharp Wealth Advisory, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharp Wealth Advisory, LLC on MRK, newest first. How the timeline and the estimate are built.
Sharp Wealth Advisory, LLC held 2,771 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,771 sharesChange vs previous 13F +253 shares
0.16% of the 13F portfolio, value $356,020.
13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,518 sharesChange vs previous 13F +88 shares
0.15% of the 13F portfolio, value $302,874.
13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,430 sharesChange vs previous 13F -55 shares
0.13% of the 13F portfolio, value $255,782.
13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,485 sharesChange vs previous 13F +2,485 shares
0.11% of the 13F portfolio, value $208,566.
13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.