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Disclosery

waypoint wealth counsel: MRK position timeline

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

waypoint wealth counsel held 5,527 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,527 shares
    Change vs previous 13F -4,369 shares

    0.45% of the 13F portfolio, value $710,220.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 9,896 shares
    Change vs previous 13F -695 shares

    0.62% of the 13F portfolio, value $1,190,391.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 10,591 shares
    Change vs previous 13F +727 shares

    0.41% of the 13F portfolio, value $1,114,810.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 9,864 shares
    Change vs previous 13F +1,055 shares

    0.33% of the 13F portfolio, value $827,886.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 8,809 shares
    Change vs previous 13F +5,481 shares

    0.35% of the 13F portfolio, value $697,322.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 3,328 shares
    Change vs previous 13F +322 shares

    0.19% of the 13F portfolio, value $298,722.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 3,006 shares
    Change vs previous 13F +127 shares

    0.2% of the 13F portfolio, value $299,038.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 2,879 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $326,941.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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