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Disclosery

Simplicity Wealth,LLC: MRK position timeline

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

Simplicity Wealth,LLC held 53,267 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,267 shares
    Change vs previous 13F +9,009 shares

    0.23% of the 13F portfolio, value $6,844,776.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 44,258 shares
    Change vs previous 13F +2,528 shares

    0.3% of the 13F portfolio, value $5,323,834.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 41,730 shares
    Change vs previous 13F -709 shares

    0.26% of the 13F portfolio, value $4,392,488.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 42,439 shares
    Change vs previous 13F -43,336 shares

    0.21% of the 13F portfolio, value $3,561,941.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 85,775 shares
    Change vs previous 13F +52,381 shares

    0.28% of the 13F portfolio, value $6,789,944.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 33,394 shares
    Change vs previous 13F +30,335 shares

    0.23% of the 13F portfolio, value $2,997,471.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 3,059 shares
    Change vs previous 13F -25,062 shares

    0.06% of the 13F portfolio, value $304,333.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 28,121 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,193,449.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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