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AVAII WEALTH MANAGEMENT, LLC: MRK position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 11,720 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,720 shares
    Change vs previous 13F -522 shares

    0.49% of the 13F portfolio, value $1,691,159.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,242 shares
    Change vs previous 13F -2,881 shares

    0.46% of the 13F portfolio, value $1,573,153.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,123 shares
    Change vs previous 13F -157 shares

    0.64% of the 13F portfolio, value $1,819,191.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,280 shares
    Change vs previous 13F +6,775 shares

    0.58% of the 13F portfolio, value $1,608,378.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,505 shares
    Change vs previous 13F +3,859 shares

    0.27% of the 13F portfolio, value $713,793.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,646 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $367,779.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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