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EP Wealth Advisors, LLC: MRK position timeline

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

EP Wealth Advisors, LLC held 282,377 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,377 shares
    Change vs previous 13F +87,931 shares

    0.14% of the 13F portfolio, value $36,285,462.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 194,446 shares
    Change vs previous 13F -1,288 shares

    0.11% of the 13F portfolio, value $23,389,906.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 195,734 shares
    Change vs previous 13F -6,578 shares

    0.11% of the 13F portfolio, value $20,602,934.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 202,312 shares
    Change vs previous 13F +52,137 shares

    0.11% of the 13F portfolio, value $16,015,004.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 150,175 shares
    Change vs previous 13F -49,038 shares

    0.11% of the 13F portfolio, value $13,479,721.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 199,213 shares
    Change vs previous 13F -17,910 shares

    0.16% of the 13F portfolio, value $19,817,678.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 217,123 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $24,656,452.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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