Elwood & Goetz Wealth Advisory Group, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on MRK, newest first. How the timeline and the estimate are built.
Elwood & Goetz Wealth Advisory Group, LLC held 1,965 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,965 sharesChange vs previous 13F +122 shares
0.04% of the 13F portfolio, value $252,503.
13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, 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 1,843 sharesChange vs previous 13F +1,843 shares
0.04% of the 13F portfolio, value $221,694.
13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 -3,410 shares
13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, 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 3,410 sharesChange vs previous 13F +8 shares
0.08% of the 13F portfolio, value $339,227.
13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,402 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $386,331.
13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).