Skip to content
Disclosery

True Wealth Design, LLC: MRK position timeline

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

True Wealth Design, LLC held 3,064 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,064 shares
    Change vs previous 13F +75 shares

    0.09% of the 13F portfolio, value $393,724.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 2,989 shares
    Change vs previous 13F +117 shares

    0.1% of the 13F portfolio, value $359,547.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 2,872 shares
    Change vs previous 13F +55 shares

    0.09% of the 13F portfolio, value $302,307.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 2,817 shares
    Change vs previous 13F +1,934 shares

    0.07% of the 13F portfolio, value $236,465.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 883 shares
    Change vs previous 13F +708 shares

    0.02% of the 13F portfolio, value $69,930.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 175 shares
    Change vs previous 13F -683 shares

    0.01% of the 13F portfolio, value $15,700.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 858 shares
    Change vs previous 13F +559 shares

    0.03% of the 13F portfolio, value $85,345.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, 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 299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $33,899.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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