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Arkadios Wealth Advisors: MRK position timeline

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

Arkadios Wealth Advisors held 140,968 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,968 shares
    Change vs previous 13F -5,163 shares

    0.28% of the 13F portfolio, value $18,114,473.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 146,131 shares
    Change vs previous 13F +5,129 shares

    0.29% of the 13F portfolio, value $17,578,061.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 141,002 shares
    Change vs previous 13F +61,036 shares

    0.29% of the 13F portfolio, value $14,841,837.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 79,966 shares
    Change vs previous 13F +12,885 shares

    0.16% of the 13F portfolio, value $6,711,578.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 67,081 shares
    Change vs previous 13F +21,581 shares

    0.16% of the 13F portfolio, value $5,310,121.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 45,500 shares
    Change vs previous 13F +8,909 shares

    0.15% of the 13F portfolio, value $4,084,030.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 36,591 shares
    Change vs previous 13F -6,018 shares

    0.2% of the 13F portfolio, value $3,640,033.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 42,609 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,838,726.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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