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TriaGen Wealth Management LLC: MCK position timeline

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

TriaGen Wealth Management LLC held 241 MCK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 241 shares
    Change vs previous 13F +241 shares

    0.05% of the 13F portfolio, value $205,768.

    13F-HR 0001172661-26-004518 filed by TriaGen Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,218 shares

    13F-HR 0001172661-26-002712 filed by TriaGen 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.

  3. period ended2026-03-31
    13F 3,218 shares
    Change vs previous 13F -212 shares

    0.76% of the 13F portfolio, value $2,784,728.

    13F-HR 0001172661-26-001565 filed by TriaGen 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 ended2025-12-31
    13F 3,430 shares
    Change vs previous 13F -19 shares

    0.73% of the 13F portfolio, value $2,813,595.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,449 shares
    Change vs previous 13F -27 shares

    0.7% of the 13F portfolio, value $2,664,490.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,476 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,547,143.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,476 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,339,313.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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