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Disclosery

Heritage Wealth Management, Inc.: MRK position timeline

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

Heritage Wealth Management, Inc. held 28,609 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,609 shares
    Change vs previous 13F -30 shares

    0.92% of the 13F portfolio, value $3,676,257.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    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 28,639 shares
    Change vs previous 13F -50 shares

    1.71% of the 13F portfolio, value $3,444,985.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    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 28,689 shares
    Change vs previous 13F -62 shares

    0.84% of the 13F portfolio, value $3,019,804.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    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 28,751 shares
    Change vs previous 13F +3,332 shares

    0.71% of the 13F portfolio, value $2,413,071.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    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 25,419 shares
    Change vs previous 13F +505 shares

    0.65% of the 13F portfolio, value $2,012,168.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    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 24,914 shares
    Change vs previous 13F -2,461 shares

    0.76% of the 13F portfolio, value $2,236,281.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    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 27,375 shares
    Change vs previous 13F -2 shares

    0.91% of the 13F portfolio, value $2,723,265.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 27,377 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,108,932.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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