Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Secure Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overview All 13F holders of MRK Full Q2 2026 holdings

Shares (Q2 2026): 4,350
Value: $559.0K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,350	$559.0K	0.1%	−21,955−83.5%	Reduced	Holders
Q1 2026	26,305	$3.16M	0.5%	−1,593−5.7%	Reduced	Holders
Q4 2025	27,898	$2.94M	0.5%	−734−2.6%	Reduced	Holders
Q3 2025	28,632	$2.58M	0.4%	−14,976−34.3%	Reduced	Holders
Q2 2025	43,608	$3.45M	0.6%	−5,657−11.5%	Reduced	Holders
Q1 2025	49,265	$4.42M	0.9%	+20,818+73.2%	Added	Holders
Q4 2024	28,447	$2.83M	0.4%	+293+1.0%	Added	Holders
Q3 2024	28,154	$3.20M	0.5%	+1,647+6.2%	Added	Holders
Q2 2024	26,507	$3.28M	0.6%	−1,883−6.6%	Reduced	Holders
Q1 2024	28,390	$3.75M	0.9%	−3,902−12.1%	Reduced	Holders
Q4 2023	32,292	$3.52M	0.9%	−453−1.4%	Reduced	Holders
Q3 2023	32,745	$3.37M	1.0%	+559+1.7%	Added	Holders
Q2 2023	32,186	$3.71M	1.1%	+689+2.2%	Added	Holders
Q1 2023	31,497	$3.35M	1.1%	+886+2.9%	Added	Holders
Q4 2022	30,611	$3.40M	1.2%	+881+3.0%	Added	Holders
Q3 2022	29,730	$2.56M	1.4%	−455−1.5%	Reduced	Holders
Q2 2022	30,185	$2.75M	1.5%	+115+0.4%	Added	Holders
Q1 2022	30,070	$2.47M	1.1%	+173+0.6%	Added	Holders
Q4 2021	29,897	$2.29M	0.9%	+1,209+4.2%	Added	Holders
Q3 2021	28,688	$2.15M	1.1%	−1,732−5.7%	Reduced	Holders
Q2 2021	30,420	$2.37M	1.2%	+612+2.1%	Added	Holders
Q1 2021	29,808	$2.30M	1.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.