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IAM Advisory, LLC: MRK position timeline

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

IAM Advisory, LLC held 23,515 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,515 shares
    Change vs previous 13F +278 shares

    0.59% of the 13F portfolio, value $3,021,657.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, LLC
    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 23,237 shares
    Change vs previous 13F +170 shares

    0.63% of the 13F portfolio, value $2,795,174.

    13F-HR 0001951757-26-000576 filed by IAM 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 ended2025-12-31
    13F 23,067 shares
    Change vs previous 13F +486 shares

    0.54% of the 13F portfolio, value $2,427,981.

    13F-HR 0001951757-26-000017 filed by IAM 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 ended2025-09-30
    13F 22,581 shares
    Change vs previous 13F +3,812 shares

    0.43% of the 13F portfolio, value $1,895,250.

    13F-HR 0001951757-25-001179 filed by IAM 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 ended2025-06-30
    13F 18,769 shares
    Change vs previous 13F +663 shares

    0.36% of the 13F portfolio, value $1,485,718.

    13F-HR 0001951757-25-000585 filed by IAM 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 ended2025-03-31
    13F 18,106 shares
    Change vs previous 13F +306 shares

    0.42% of the 13F portfolio, value $1,625,185.

    13F-HR 0001951757-25-000329 filed by IAM 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 ended2024-12-31
    13F 17,800 shares
    Change vs previous 13F +374 shares

    0.45% of the 13F portfolio, value $1,770,771.

    13F-HR 0001951757-25-000046 filed by IAM 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 ended2024-09-30
    13F 17,426 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,978,841.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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