Skip to main content

Birch Financial Group, LLC

SEC CIK
0002083592
Latest filing
Jul 15, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Birch Financial Group, LLC, 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 (Q2 2026)
3,394
Value
$436.1K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of MRK by Birch Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,394$436.1K0.2%+237+7.5%AddedHolders
Q1 20263,157$379.7K0.2%+114+3.7%AddedHolders
Q4 20253,043$320.3K0.2%−5−0.2%ReducedHolders
Q3 20253,048$255.8K0.2%−742−19.6%ReducedHolders
Q2 20253,790$300.0K0.2%+476+14.4%AddedHolders
Q1 20253,314$297.4K0.3%+357+12.1%AddedHolders
Q4 20242,957$294.2K0.3%–No prior filingHolders