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Beacon Pointe Advisors, LLC: MRK position timeline

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

Beacon Pointe Advisors, LLC held 363,066 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 363,066 shares
    Change vs previous 13F -3,995 shares

    0.22% of the 13F portfolio, value $46,655,131.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 367,061 shares
    Change vs previous 13F +76,661 shares

    0.23% of the 13F portfolio, value $44,154,945.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 290,400 shares
    Change vs previous 13F +6,187 shares

    0.21% of the 13F portfolio, value $30,568,659.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 284,213 shares
    Change vs previous 13F -1,507 shares

    0.2% of the 13F portfolio, value $23,855,118.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 285,720 shares
    Change vs previous 13F +7,369 shares

    0.24% of the 13F portfolio, value $22,617,578.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 278,351 shares
    Change vs previous 13F +42,473 shares

    0.28% of the 13F portfolio, value $24,984,804.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 235,878 shares
    Change vs previous 13F -31,645 shares

    0.26% of the 13F portfolio, value $23,465,184.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 267,523 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $30,379,938.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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