Position in MRK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$714,974
+$37,501 QoQ
Shares Held
5,564
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#2,395
of 3,769 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026INVENIO WEALTH PARTNERS LLC holds $3,480,543 across 5 Drug Manufacturers - General names. MRK ranks #2 (20.5% of the industry book) .
All Filings in MRK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,974 | 5,564 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $677,473 | 5,632 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $727,346 | 6,910 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $606,646 | 7,228 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $569,556 | 7,195 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $395,482 | 4,406 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $351,363 | 3,532 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $531,460 | 4,680 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $594,735 | 4,804 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $641,804 | 4,864 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $563,415 | 5,168 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $445,773 | 4,330 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $456,713 | 3,958 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||