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ANGELES WEALTH MANAGEMENT, LLC: MRK position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 37,088 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,088 shares
    Change vs previous 13F -495 shares

    0.22% of the 13F portfolio, value $4,797,136.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, 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 37,583 shares
    Change vs previous 13F +3,138 shares

    0.25% of the 13F portfolio, value $4,552,654.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, 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 34,445 shares
    Change vs previous 13F +1,098 shares

    0.2% of the 13F portfolio, value $3,655,159.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, 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 33,347 shares
    Change vs previous 13F +2,415 shares

    0.17% of the 13F portfolio, value $2,798,814.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, 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 30,932 shares
    Change vs previous 13F -1,903 shares

    0.17% of the 13F portfolio, value $2,448,577.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, 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 32,835 shares
    Change vs previous 13F -5,425 shares

    0.24% of the 13F portfolio, value $2,947,270.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 32,835 shares

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

  7. period ended2024-12-31
    13F 38,260 shares
    Change vs previous 13F +3,126 shares

    0.12% of the 13F portfolio, value $3,806,105.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 3,395 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 34,865 shares

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

  8. period ended2024-09-30
    13F 35,134 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,989,818.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 3,892 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 31,242 shares

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