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TrinityPoint Wealth, LLC: MRK position timeline

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

TrinityPoint Wealth, LLC held 40,710 MRK shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 40,710 shares
    Change vs previous 13F +1,892 shares

    0.57% of the 13F portfolio, value $4,049,861.

    13F-HR 0001085146-25-001498 filed by TrinityPoint 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 ended2024-09-30
    13F 38,818 shares
    Change vs previous 13F -34,127 shares

    0.63% of the 13F portfolio, value $4,408,161.

    13F-HR 0001765380-24-000406 filed by TrinityPoint 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 ended2024-06-30
    13F 72,945 shares
    Change vs previous 13F -1,100 shares

    1.41% of the 13F portfolio, value $9,030,605.

    13F-HR 0001765380-24-000249 filed by TrinityPoint 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 ended2024-03-31
    13F 74,045 shares
    Change vs previous 13F +422 shares

    1.62% of the 13F portfolio, value $9,770,270.

    13F-HR 0001765380-24-000197 filed by TrinityPoint 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 ended2023-12-31
    13F/A 73,623 shares
    Change vs previous 13F +430 shares

    1.45% of the 13F portfolio, value $8,026,339.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint 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 ended2023-09-30
    13F 73,193 shares
    Change vs previous 13F +2,148 shares

    1.5% of the 13F portfolio, value $7,535,254.

    13F-HR 0001765380-23-000217 filed by TrinityPoint 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 ended2023-06-30
    13F 71,045 shares
    Change vs previous 13F +164 shares

    1.6% of the 13F portfolio, value $8,197,853.

    13F-HR 0001765380-23-000130 filed by TrinityPoint 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 ended2023-03-31
    13F 70,881 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $7,541,014.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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