Delta Wealth Advisors LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delta Wealth Advisors LLC on MRK, newest first. How the timeline and the estimate are built.
Delta Wealth Advisors LLC held 2,169 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 2,169 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $315,177.
13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
Accepted , ingested - period ended2026-06-3013F 2,169 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $278,717.
13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,169 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $260,909.
13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,169 sharesChange vs previous 13F +2,169 shares
0.19% of the 13F portfolio, value $228,309.
13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,039 shares
13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,039 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $302,320.
13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).