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Disclosery

Concord Wealth Partners: MRK position timeline

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

Concord Wealth Partners held 1,770 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,770 shares
    Change vs previous 13F +1,770 shares

    0.03% of the 13F portfolio, value $227,431.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 0 shares
    Change vs previous 13F -1,360 shares

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,360 shares
    Change vs previous 13F -82 shares

    0.02% of the 13F portfolio, value $143,164.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 1,442 shares
    Change vs previous 13F -614 shares

    0.02% of the 13F portfolio, value $121,040.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    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 2,056 shares
    Change vs previous 13F +527 shares

    0.02% of the 13F portfolio, value $162,729.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    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 1,529 shares
    Change vs previous 13F -42,763 shares

    0.02% of the 13F portfolio, value $137,281.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,529 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 44,292 shares
    Change vs previous 13F -44,720 shares

    0.41% of the 13F portfolio, value $4,406,145.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 22,809 shares
    • Concord Asset Management, LLC/VA: 21,483 shares

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

  8. period ended2024-09-30
    13F 89,012 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $10,108,207.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,297 shares
    • Concord Asset Management, LLC/VA: 44,715 shares

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