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Avitas Wealth Management LLC: MRK position timeline

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

Avitas Wealth Management LLC held 55,585 MRK shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 55,585 shares
    Change vs previous 13F +7,863 shares

    0.76% of the 13F portfolio, value $5,529,596.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 47,722 shares
    Change vs previous 13F +634 shares

    0.76% of the 13F portfolio, value $5,419,310.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 47,088 shares
    Change vs previous 13F +140 shares

    0.85% of the 13F portfolio, value $5,829,494.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 46,948 shares
    Change vs previous 13F +556 shares

    0.94% of the 13F portfolio, value $6,194,789.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 46,392 shares
    Change vs previous 13F +1,477 shares

    0.85% of the 13F portfolio, value $5,057,656.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 44,915 shares
    Change vs previous 13F -227 shares

    0.88% of the 13F portfolio, value $4,623,999.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 45,142 shares
    Change vs previous 13F +271 shares

    0.94% of the 13F portfolio, value $5,208,935.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 44,871 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $4,773,826.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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