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B. Riley Wealth Advisors, Inc.: MRK position timeline

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

B. Riley Wealth Advisors, Inc. held 35,238 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,238 shares
    Change vs previous 13F +6,012 shares

    0.2% of the 13F portfolio, value $5,120,380.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,226 shares
    Change vs previous 13F -1,838 shares

    0.21% of the 13F portfolio, value $3,781,260.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    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 31,064 shares
    Change vs previous 13F -5,451 shares

    0.24% of the 13F portfolio, value $3,668,653.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,515 shares
    Change vs previous 13F -1,226 shares

    0.18% of the 13F portfolio, value $3,843,605.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 37,741 shares
    Change vs previous 13F -5,525 shares

    0.15% of the 13F portfolio, value $3,167,589.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,266 shares
    Change vs previous 13F -72,307 shares

    0.17% of the 13F portfolio, value $3,424,918.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    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 115,573 shares
    Change vs previous 13F +640 shares

    0.32% of the 13F portfolio, value $10,373,796.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 114,933 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $11,525,929.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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