Altura Wealth Advisors Inc.: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altura Wealth Advisors Inc. on MRK, newest first. How the timeline and the estimate are built.
Altura Wealth Advisors Inc. held 21,760 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 21,760 sharesChange vs previous 13F -25 shares
0.94% of the 13F portfolio, value $2,796,124.
13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,785 sharesChange vs previous 13F -26,181 shares
1.14% of the 13F portfolio, value $2,620,527.
13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,966 sharesChange vs previous 13F +4,780 shares
2.17% of the 13F portfolio, value $5,048,924.
13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,186 sharesChange vs previous 13F +10,842 shares
1.73% of the 13F portfolio, value $3,624,569.
13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,344 sharesChange vs previous 13F -5,202 shares
1.43% of the 13F portfolio, value $2,560,383.
13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,546 sharesChange vs previous 13F +13,002 shares
2.23% of the 13F portfolio, value $3,370,145.
13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,544 sharesChange vs previous 13F -853 shares
1.8% of the 13F portfolio, value $2,441,686.
13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,397 sharesChange vs previous 13F not available
1.89% of the 13F portfolio, value $2,884,214.
13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).