Skip to content
Disclosery

Avantax Planning Partners, Inc.: MRK position timeline

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

Avantax Planning Partners, Inc. held 100,354 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,354 shares
    Change vs previous 13F +1,842 shares

    0.32% of the 13F portfolio, value $12,895,545.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 98,512 shares
    Change vs previous 13F -13,075 shares

    0.33% of the 13F portfolio, value $11,850,061.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 111,587 shares
    Change vs previous 13F +1,917 shares

    0.33% of the 13F portfolio, value $11,745,699.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 109,670 shares
    Change vs previous 13F +8,262 shares

    0.26% of the 13F portfolio, value $9,204,614.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 101,408 shares
    Change vs previous 13F +8,610 shares

    0.25% of the 13F portfolio, value $8,027,429.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 92,798 shares
    Change vs previous 13F +11,394 shares

    0.29% of the 13F portfolio, value $8,329,539.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 81,404 shares
    Change vs previous 13F +3,413 shares

    0.29% of the 13F portfolio, value $8,098,071.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 77,991 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,856,680.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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