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AVISO WEALTH MANAGEMENT: MRK position timeline

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

AVISO WEALTH MANAGEMENT held 10,229 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,229 shares
    Change vs previous 13F -68 shares

    0.45% of the 13F portfolio, value $1,314,545.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 10,297 shares
    Change vs previous 13F -296 shares

    0.56% of the 13F portfolio, value $1,238,737.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 10,593 shares
    Change vs previous 13F -2,310 shares

    0.47% of the 13F portfolio, value $1,115,116.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 12,903 shares
    Change vs previous 13F -7,723 shares

    0.47% of the 13F portfolio, value $1,082,942.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 20,626 shares
    Change vs previous 13F +1,032 shares

    0.76% of the 13F portfolio, value $1,632,748.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 19,594 shares
    Change vs previous 13F +15,409 shares

    0.93% of the 13F portfolio, value $1,758,750.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 4,185 shares
    Change vs previous 13F +82 shares

    0.21% of the 13F portfolio, value $416,316.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 4,103 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $465,881.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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