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AVANTAX ADVISORY SERVICES, INC.: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on MRK, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 264,814 MRK shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 264,814 shares
    Change vs previous 13F +34,861 shares

    0.12% of the 13F portfolio, value $20,962,703.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, 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 229,953 shares
    Change vs previous 13F -765 shares

    0.13% of the 13F portfolio, value $20,640,561.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, 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 230,718 shares
    Change vs previous 13F +4,518 shares

    0.14% of the 13F portfolio, value $22,951,867.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, 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 226,200 shares
    Change vs previous 13F -1,021 shares

    0.17% of the 13F portfolio, value $25,687,235.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, 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 227,221 shares
    Change vs previous 13F +88,756 shares

    0.2% of the 13F portfolio, value $28,129,984.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, 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 138,465 shares
    Change vs previous 13F +22,289 shares

    0.16% of the 13F portfolio, value $18,270,404.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, 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 116,176 shares
    Change vs previous 13F +4,931 shares

    0.13% of the 13F portfolio, value $12,665,542.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, 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 111,245 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,452,628.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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