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J.W. COLE ADVISORS, INC.: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on MRK, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 100,135 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,135 shares
    Change vs previous 13F -1,382 shares

    0.22% of the 13F portfolio, value $12,867,323.

    13F-HR 0001404763-26-000005 filed by J.W. COLE 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 101,517 shares
    Change vs previous 13F -1,269 shares

    0.41% of the 13F portfolio, value $12,211,482.

    13F-HR 0001404763-26-000003 filed by J.W. COLE 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 102,786 shares
    Change vs previous 13F -16,943 shares

    0.23% of the 13F portfolio, value $9,591,317.

    13F-HR 0001404763-26-000001 filed by J.W. COLE 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 119,729 shares
    Change vs previous 13F -314 shares

    0.19% of the 13F portfolio, value $10,048,843.

    13F-HR 0001404763-25-000002 filed by J.W. COLE 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 120,043 shares
    Change vs previous 13F +26,643 shares

    0.2% of the 13F portfolio, value $9,502,624.

    13F-HR 0001085146-25-004914 filed by J.W. COLE 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 93,400 shares
    Change vs previous 13F +34,628 shares

    0.26% of the 13F portfolio, value $8,383,595.

    13F-HR 0001376474-25-000429 filed by J.W. COLE 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 58,772 shares
    Change vs previous 13F -1,944 shares

    0.24% of the 13F portfolio, value $5,846,689.

    13F-HR 0001172661-25-000434 filed by J.W. COLE 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 60,716 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $6,894,905.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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