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Disclosery

Transform Wealth, LLC: MRK position timeline

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

Transform Wealth, LLC held 5,324 MRK shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 5,324 shares
    Change vs previous 13F -30,354 shares

    0.03% of the 13F portfolio, value $482,655.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 35,678 shares
    Change vs previous 13F +3,039 shares

    0.2% of the 13F portfolio, value $3,578,193.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 32,639 shares
    Change vs previous 13F +16,287 shares

    0.25% of the 13F portfolio, value $3,731,540.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 16,352 shares
    Change vs previous 13F -566 shares

    0.15% of the 13F portfolio, value $2,036,936.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 16,918 shares
    Change vs previous 13F -21,196 shares

    0.21% of the 13F portfolio, value $2,246,053.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 38,114 shares
    Change vs previous 13F -1,327 shares

    0.41% of the 13F portfolio, value $4,182,224.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 39,441 shares
    Change vs previous 13F -28,565 shares

    0.43% of the 13F portfolio, value $4,086,032.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 68,006 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,896,760.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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