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Disclosery

WINNACLE WEALTH LLC: MRK position timeline

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

WINNACLE WEALTH LLC held 9,010 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,010 shares
    Change vs previous 13F -365 shares

    0.79% of the 13F portfolio, value $1,157,739.

    13F-HR 0001754960-26-000581 filed by WINNACLE 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 ended2026-03-31
    13F 9,375 shares
    Change vs previous 13F -653 shares

    0.87% of the 13F portfolio, value $1,127,669.

    13F-HR 0001754960-26-000391 filed by WINNACLE 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 ended2025-12-31
    13F 10,028 shares
    Change vs previous 13F -2,626 shares

    0.79% of the 13F portfolio, value $1,062,968.

    13F-HR 0002079687-26-000002 filed by WINNACLE 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 ended2025-09-30
    13F 12,654 shares
    Change vs previous 13F +12,091 shares

    0.83% of the 13F portfolio, value $1,062,936.

    13F-HR 0002079687-25-000005 filed by WINNACLE 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 ended2025-06-30
    13F 563 shares
    Change vs previous 13F -10,185 shares

    0.03% of the 13F portfolio, value $44,568.

    13F-HR 0002079687-25-000001 filed by WINNACLE 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 ended2025-03-31
    13F 10,748 shares
    Change vs previous 13F +1,356 shares

    0.89% of the 13F portfolio, value $964,702.

    13F-HR 0002079687-25-000004 filed by WINNACLE 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 ended2024-12-31
    13F 9,392 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $912,308.

    13F-HR 0002079687-25-000002 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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