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Disclosery

Fiduciary Alliance LLC: MRK position timeline

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

Fiduciary Alliance LLC held 16,041 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,041 shares
    Change vs previous 13F -645 shares

    0.18% of the 13F portfolio, value $2,330,988.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,686 shares
    Change vs previous 13F +98 shares

    0.14% of the 13F portfolio, value $2,144,113.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 16,588 shares
    Change vs previous 13F +804 shares

    0.12% of the 13F portfolio, value $1,955,764.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 15,784 shares
    Change vs previous 13F -408 shares

    0.11% of the 13F portfolio, value $1,661,418.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 16,192 shares
    Change vs previous 13F -1,345 shares

    0.09% of the 13F portfolio, value $1,359,002.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 17,537 shares
    Change vs previous 13F -48,271 shares

    0.1% of the 13F portfolio, value $1,388,223.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 65,808 shares
    Change vs previous 13F -7,022 shares

    0.58% of the 13F portfolio, value $5,906,941.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 72,830 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $7,245,132.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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