Collaborative Wealth Managment Inc.
- SEC CIK
- 0001896419
- Latest filing
- Aug 5, 2026
MRK holding history
Merck & Co., Inc. in every 13F filed by Collaborative Wealth Managment Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MRK overviewAll 13F holders of MRKFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −2,069−100.0% | Sold out | Holders |
| Q4 2025 | 2,069 | $217.8K | 0.1% | +2,069 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −1,894−100.0% | Sold out | Holders |
| Q3 2024 | 1,894 | $215.1K | 0.1% | +17+0.9% | Added | Holders |
| Q2 2024 | 1,877 | $232.4K | 0.1% | −22−1.2% | Reduced | Holders |
| Q1 2024 | 1,899 | $250.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,899 | $207.1K | 0.1% | −410−17.8% | Reduced | Holders |
| Q3 2023 | 2,309 | $237.7K | 0.1% | +534+30.1% | Added | Holders |
| Q2 2023 | 1,775 | $204.8K | 0.1% | +1,775 | New | Holders |