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Disclosery

CapWealth Advisors, LLC: MRK position timeline

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

CapWealth Advisors, LLC held 270,888 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 270,888 shares
    Change vs previous 13F -2,438 shares

    2.97% of the 13F portfolio, value $39,362,800.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 273,326 shares
    Change vs previous 13F +2,054 shares

    2.41% of the 13F portfolio, value $35,122,384.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 271,272 shares
    Change vs previous 13F -57,043 shares

    2.42% of the 13F portfolio, value $32,631,320.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 328,315 shares
    Change vs previous 13F +2,335 shares

    2.37% of the 13F portfolio, value $34,558,391.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 325,980 shares
    Change vs previous 13F +454 shares

    1.88% of the 13F portfolio, value $27,359,465.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 325,526 shares
    Change vs previous 13F +95,162 shares

    2.54% of the 13F portfolio, value $25,768,638.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 230,364 shares
    Change vs previous 13F +15,770 shares

    2.24% of the 13F portfolio, value $20,677,463.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 214,594 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $21,347,850.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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