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Ascentis Wealth Management, LLC: MRK position timeline

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

Ascentis Wealth Management, LLC held 2,947 MRK shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,947 shares
    Change vs previous 13F -34,068 shares

    0.05% of the 13F portfolio, value $378,687.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 300 shares
    • Ascentis Wealth Management, LLC: 2,647 shares

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

  2. period ended2026-03-31
    13F 37,015 shares
    Change vs previous 13F +9,841 shares

    0.24% of the 13F portfolio, value $4,452,736.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 34,368 shares
    • Ascentis Wealth Management, LLC: 2,647 shares

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

  3. period ended2025-12-31
    13F 27,174 shares
    Change vs previous 13F -1,560 shares

    0.27% of the 13F portfolio, value $2,860,329.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 24,461 shares
    • Ascentis Wealth Management, LLC: 2,713 shares

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

  4. period ended2025-09-30
    13F 28,734 shares
    Change vs previous 13F +913 shares

    0.23% of the 13F portfolio, value $2,411,615.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 25,566 shares
    • Ascentis Wealth Management, LLC: 3,168 shares

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

  5. period ended2025-06-30
    13F 27,821 shares
    Change vs previous 13F -12,913 shares

    0.23% of the 13F portfolio, value $2,204,273.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 26,968 shares
    • Ascentis Wealth Management, LLC: 853 shares

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

  6. period ended2025-03-31
    13F 40,734 shares
    Change vs previous 13F +696 shares

    0.44% of the 13F portfolio, value $3,654,867.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 40,103 shares
    • Ascentis Wealth Management, LLC: 631 shares

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

  7. period ended2024-12-31
    13F 40,038 shares
    Change vs previous 13F +7,821 shares

    0.47% of the 13F portfolio, value $3,982,935.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 39,982 shares
    • Ascentis Wealth Management, LLC: 56 shares

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

  8. period ended2024-09-30
    13F/A 32,217 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,658,582.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 32,166 shares
    • Ascentis Wealth Management, LLC: 51 shares

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