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Atria Wealth Solutions, Inc.: MRK position timeline

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

Atria Wealth Solutions, Inc. held 68,668 MRK shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 68,668 shares
    Change vs previous 13F -60,586 shares

    0.12% of the 13F portfolio, value $5,487,495.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 129,254 shares
    Change vs previous 13F +11 shares

    0.14% of the 13F portfolio, value $11,688,704.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 129,243 shares
    Change vs previous 13F -19,782 shares

    0.14% of the 13F portfolio, value $12,934,826.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 149,025 shares
    Change vs previous 13F -24,254 shares

    0.18% of the 13F portfolio, value $17,005,054.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 173,279 shares
    Change vs previous 13F -24,923 shares

    0.24% of the 13F portfolio, value $21,554,820.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 198,202 shares
    Change vs previous 13F +925 shares

    0.3% of the 13F portfolio, value $26,263,407.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 197,277 shares
    Change vs previous 13F +228 shares

    0.27% of the 13F portfolio, value $21,617,113.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 197,049 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $20,391,767.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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