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Foundations Investment Advisors, LLC: MRK position timeline

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

Foundations Investment Advisors, LLC held 26,833 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,833 shares
    Change vs previous 13F +6,533 shares

    0.04% of the 13F portfolio, value $3,448,065.

    13F-HR 0001743404-26-000008 filed by Foundations Investment 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 20,300 shares
    Change vs previous 13F +2,860 shares

    0.03% of the 13F portfolio, value $2,441,918.

    13F-HR 0001743404-26-000005 filed by Foundations Investment 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 17,440 shares
    Change vs previous 13F -986 shares

    0.02% of the 13F portfolio, value $1,835,748.

    13F-HR 0001085146-26-000181 filed by Foundations Investment 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 ended2025-09-30
    13F 18,426 shares
    Change vs previous 13F -8,405 shares

    0.02% of the 13F portfolio, value $1,546,494.

    13F-HR 0001743404-25-000008 filed by Foundations Investment 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 ended2025-06-30
    13F 26,831 shares
    Change vs previous 13F +2,565 shares

    0.03% of the 13F portfolio, value $2,123,978.

    13F-HR 0001085146-25-004733 filed by Foundations Investment 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 ended2025-03-31
    13F 24,266 shares
    Change vs previous 13F -48,795 shares

    0.04% of the 13F portfolio, value $2,178,123.

    13F-HR 0001085146-25-002684 filed by Foundations Investment 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 ended2024-12-31
    13F 73,061 shares
    Change vs previous 13F +13,540 shares

    0.14% of the 13F portfolio, value $7,268,096.

    13F-HR 0001085146-25-000406 filed by Foundations Investment 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 ended2024-09-30
    13F 59,521 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,759,223.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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