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Heartwood Wealth Advisors LLC: MRK position timeline

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

Heartwood Wealth Advisors LLC held 13,927 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,927 shares
    Change vs previous 13F +457 shares

    0.16% of the 13F portfolio, value $2,023,732.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,470 shares
    Change vs previous 13F +792 shares

    0.13% of the 13F portfolio, value $1,730,895.

    13F-HR 0001794935-26-000012 filed by Heartwood 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 ended2026-03-31
    13F 12,678 shares
    Change vs previous 13F +453 shares

    0.13% of the 13F portfolio, value $1,525,037.

    13F-HR 0001794935-26-000011 filed by Heartwood 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 ended2025-12-31
    13F 12,225 shares
    Change vs previous 13F +1,032 shares

    0.12% of the 13F portfolio, value $1,286,804.

    13F-HR 0001794935-26-000010 filed by Heartwood 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 ended2025-09-30
    13F 11,193 shares
    Change vs previous 13F +873 shares

    0.09% of the 13F portfolio, value $939,428.

    13F-HR 0001794935-25-000007 filed by Heartwood 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 ended2025-06-30
    13F 10,320 shares
    Change vs previous 13F +560 shares

    0.09% of the 13F portfolio, value $816,931.

    13F-HR 0001794935-25-000005 filed by Heartwood 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 ended2025-03-31
    13F 9,760 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $876,058.

    13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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