Skip to content
Disclosery

Smith Salley Wealth Management: MRK position timeline

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

Smith Salley Wealth Management held 45,198 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,198 shares
    Change vs previous 13F +1,263 shares

    0.25% of the 13F portfolio, value $5,807,989.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 43,935 shares
    Change vs previous 13F +5,469 shares

    0.27% of the 13F portfolio, value $5,284,940.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 38,466 shares
    Change vs previous 13F -376 shares

    0.2% of the 13F portfolio, value $4,048,911.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 38,842 shares
    Change vs previous 13F -115,841 shares

    0.17% of the 13F portfolio, value $3,259,993.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 154,683 shares
    Change vs previous 13F +1,730 shares

    0.71% of the 13F portfolio, value $12,244,743.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 152,953 shares
    Change vs previous 13F -15,227 shares

    0.9% of the 13F portfolio, value $13,729,085.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 168,180 shares
    Change vs previous 13F -66 shares

    1.07% of the 13F portfolio, value $16,730,520.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 168,246 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $19,105,999.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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