Waldron Private Wealth LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on MRK, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 13,391 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 13,391 sharesChange vs previous 13F -12 shares
0.06% of the 13F portfolio, value $1,720,750.
13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,403 sharesChange vs previous 13F -291 shares
0.06% of the 13F portfolio, value $1,612,245.
13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,694 sharesChange vs previous 13F -1,013 shares
0.06% of the 13F portfolio, value $1,441,429.
13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,707 sharesChange vs previous 13F -165 shares
0.05% of the 13F portfolio, value $1,246,274.
13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,872 sharesChange vs previous 13F -739 shares
0.05% of the 13F portfolio, value $1,189,309.
13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,611 sharesChange vs previous 13F -14,926 shares
0.07% of the 13F portfolio, value $1,412,546.
13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,537 sharesChange vs previous 13F -720 shares
0.12% of the 13F portfolio, value $3,037,770.
13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,257 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $3,549,485.
13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).