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Independent Advisor Alliance: MRK position timeline

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

Independent Advisor Alliance held 102,748 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,748 shares
    Change vs previous 13F +2,712 shares

    0.31% of the 13F portfolio, value $13,203,194.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 100,036 shares
    Change vs previous 13F +1,068 shares

    0.13% of the 13F portfolio, value $12,033,254.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 98,968 shares
    Change vs previous 13F +10,706 shares

    0.25% of the 13F portfolio, value $10,417,415.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 88,262 shares
    Change vs previous 13F +11,288 shares

    0.19% of the 13F portfolio, value $7,407,774.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 76,974 shares
    Change vs previous 13F +12,751 shares

    0.18% of the 13F portfolio, value $6,093,279.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 64,223 shares
    Change vs previous 13F -3,124 shares

    0.19% of the 13F portfolio, value $5,764,692.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 67,347 shares
    Change vs previous 13F +1,296 shares

    0.09% of the 13F portfolio, value $6,699,712.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 66,051 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,500,753.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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