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Smith & Howard Wealth Management, LLC: MRK position timeline

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

Smith & Howard Wealth Management, LLC held 0 MRK shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,246 shares

    13F-HR 0001398344-25-013169 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 2,246 shares
    Change vs previous 13F -114 shares

    0.06% of the 13F portfolio, value $201,601.

    13F-HR 0001398344-25-007512 filed by Smith & Howard Wealth 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 ended2024-12-31
    13F 2,360 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $234,773.

    13F-HR 0001398344-25-002254 filed by Smith & Howard Wealth 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 ended2024-09-30
    13F 2,360 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $268,002.

    13F-HR 0001398344-24-019264 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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