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Allworth Financial LP: MRK position timeline

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

Allworth Financial LP held 208,546 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,546 shares
    Change vs previous 13F -54,355 shares

    0.11% of the 13F portfolio, value $26,798,144.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 262,901 shares
    Change vs previous 13F +50,970 shares

    0.13% of the 13F portfolio, value $31,624,407.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 211,931 shares
    Change vs previous 13F +88,256 shares

    0.09% of the 13F portfolio, value $22,307,818.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 123,675 shares
    Change vs previous 13F +3,804 shares

    0.05% of the 13F portfolio, value $10,380,061.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 119,871 shares
    Change vs previous 13F +15,679 shares

    0.05% of the 13F portfolio, value $9,488,966.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 104,192 shares
    Change vs previous 13F +12,942 shares

    0.05% of the 13F portfolio, value $8,318,699.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 91,250 shares
    Change vs previous 13F +22,006 shares

    0.05% of the 13F portfolio, value $8,730,796.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,244 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,863,396.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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