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Avidian Wealth Enterprises, LLC: MRK position timeline

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

Avidian Wealth Enterprises, LLC held 34,764 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,764 shares
    Change vs previous 13F +776 shares

    0.14% of the 13F portfolio, value $5,051,556.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,988 shares
    Change vs previous 13F +3,234 shares

    0.12% of the 13F portfolio, value $4,367,428.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, 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 30,754 shares
    Change vs previous 13F +14,925 shares

    0.12% of the 13F portfolio, value $3,699,388.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, 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 15,829 shares
    Change vs previous 13F +411 shares

    0.06% of the 13F portfolio, value $1,666,131.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, 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 15,418 shares
    Change vs previous 13F +1,699 shares

    0.05% of the 13F portfolio, value $1,294,069.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, 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 13,719 shares
    Change vs previous 13F -3,039 shares

    0.04% of the 13F portfolio, value $1,085,969.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,758 shares
    Change vs previous 13F -272 shares

    0.07% of the 13F portfolio, value $1,504,229.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,030 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,694,182.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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