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Disclosery

Heritage Wealth Advisors: MRK position timeline

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

Heritage Wealth Advisors held 18,619 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 18,619 shares
    Change vs previous 13F -31,000 shares

    0.08% of the 13F portfolio, value $2,392,477.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 49,619 shares
    Change vs previous 13F -560,954 shares

    0.23% of the 13F portfolio, value $5,968,645.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 610,573 shares
    Change vs previous 13F -3,524 shares

    2.45% of the 13F portfolio, value $64,258,460.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 614,097 shares
    Change vs previous 13F +24,697 shares

    2.26% of the 13F portfolio, value $51,541,147.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 589,400 shares
    Change vs previous 13F +23,906 shares

    2.22% of the 13F portfolio, value $46,656,896.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 565,494 shares
    Change vs previous 13F +30,524 shares

    2.57% of the 13F portfolio, value $50,758,718.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 534,970 shares
    Change vs previous 13F +40,230 shares

    2.64% of the 13F portfolio, value $53,218,783.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 494,740 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $56,182,726.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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