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Disclosery

Sweet Financial Partners, LLC: MRK position timeline

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

Sweet Financial Partners, LLC held 5,354 MRK shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 5,354 shares
    Change vs previous 13F -2,514 shares

    0.13% of the 13F portfolio, value $608,012.

    13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 7,868 shares
    Change vs previous 13F -2,451 shares

    0.22% of the 13F portfolio, value $974,106.

    13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 10,319 shares
    Change vs previous 13F -12,973 shares

    0.31% of the 13F portfolio, value $1,361,632.

    13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 23,292 shares
    Change vs previous 13F +2,837 shares

    0.6% of the 13F portfolio, value $2,539,307.

    13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 20,455 shares
    Change vs previous 13F +1,292 shares

    0.56% of the 13F portfolio, value $2,105,838.

    13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 19,163 shares
    Change vs previous 13F +3,037 shares

    0.58% of the 13F portfolio, value $2,211,232.

    13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 16,126 shares
    Change vs previous 13F +2,411 shares

    0.47% of the 13F portfolio, value $1,715,645.

    13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 13,715 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,521,679.

    13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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