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Disclosery

GoalVest Advisory LLC: MRK position timeline

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

GoalVest Advisory LLC held 13,395 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,395 shares
    Change vs previous 13F +20 shares

    0.34% of the 13F portfolio, value $1,946,474.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,375 shares
    Change vs previous 13F +17 shares

    0.32% of the 13F portfolio, value $1,718,728.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory 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 13,358 shares
    Change vs previous 13F -2,379 shares

    0.31% of the 13F portfolio, value $1,606,872.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory 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 15,737 shares
    Change vs previous 13F -2,237 shares

    0.32% of the 13F portfolio, value $1,656,510.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory 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 17,974 shares
    Change vs previous 13F +2,833 shares

    0.32% of the 13F portfolio, value $1,508,523.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory 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 15,141 shares
    Change vs previous 13F +854 shares

    0.3% of the 13F portfolio, value $1,198,569.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory 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 14,287 shares
    Change vs previous 13F +4,256 shares

    0.35% of the 13F portfolio, value $1,282,442.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory 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 10,031 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $997,915.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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