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Disclosery

Stone Summit Wealth LLC: MRK position timeline

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

Stone Summit Wealth LLC held 17,426 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 17,426 shares
    Change vs previous 13F -140 shares

    0.57% of the 13F portfolio, value $2,239,241.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 17,566 shares
    Change vs previous 13F +5,280 shares

    0.59% of the 13F portfolio, value $2,113,014.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 12,286 shares
    Change vs previous 13F +2,460 shares

    0.35% of the 13F portfolio, value $1,293,224.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 9,826 shares
    Change vs previous 13F -5,410 shares

    0.23% of the 13F portfolio, value $824,696.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 15,236 shares
    Change vs previous 13F -1,511 shares

    0.37% of the 13F portfolio, value $1,206,082.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 16,747 shares
    Change vs previous 13F -2,187 shares

    0.51% of the 13F portfolio, value $1,503,211.

    13F-HR 0001667731-25-000518 filed by Stone Summit 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 18,934 shares
    Change vs previous 13F -10,949 shares

    0.63% of the 13F portfolio, value $1,883,554.

    13F-HR 0001667731-25-000149 filed by Stone Summit 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 29,883 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,393,513.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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