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Aptus Capital Advisors, LLC: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on MRK, newest first. How the timeline and the estimate are built.

Aptus Capital Advisors, LLC held 201,987 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,987 shares
    Change vs previous 13F +9,248 shares

    0.19% of the 13F portfolio, value $25,955,330.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    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 192,739 shares
    Change vs previous 13F -14,787 shares

    0.19% of the 13F portfolio, value $23,184,575.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    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 207,526 shares
    Change vs previous 13F -46,220 shares

    0.19% of the 13F portfolio, value $21,844,186.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    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 253,746 shares
    Change vs previous 13F +1,071 shares

    0.19% of the 13F portfolio, value $21,296,902.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    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 252,675 shares
    Change vs previous 13F +168,346 shares

    0.2% of the 13F portfolio, value $20,001,736.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    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 84,329 shares
    Change vs previous 13F -7,050 shares

    0.09% of the 13F portfolio, value $7,569,333.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    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 91,379 shares
    Change vs previous 13F -54,535 shares

    0.11% of the 13F portfolio, value $9,147,665.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    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 145,914 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $16,569,994.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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