Skip to content
Disclosery

Herold Advisors, Inc.: MRK position timeline

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

Herold Advisors, Inc. held 31,620 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,620 shares
    Change vs previous 13F -36 shares

    0.8% of the 13F portfolio, value $4,070,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, 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 31,656 shares
    Change vs previous 13F +1,508 shares

    0.84% of the 13F portfolio, value $3,807,695.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, 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 30,148 shares
    Change vs previous 13F -262 shares

    0.71% of the 13F portfolio, value $3,173,439.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, 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 30,410 shares
    Change vs previous 13F -1,156 shares

    0.59% of the 13F portfolio, value $2,552,549.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, 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 31,566 shares
    Change vs previous 13F -2,859 shares

    0.52% of the 13F portfolio, value $2,498,739.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, 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 34,425 shares
    Change vs previous 13F -1,822 shares

    0.68% of the 13F portfolio, value $3,090,321.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, 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 36,247 shares
    Change vs previous 13F -1,032 shares

    0.79% of the 13F portfolio, value $3,606,380.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, 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 37,279 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,233,737.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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