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JFS WEALTH ADVISORS, LLC: MRK position timeline

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

JFS WEALTH ADVISORS, LLC held 18,599 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,599 shares
    Change vs previous 13F -620 shares

    0.12% of the 13F portfolio, value $2,391,039.

    13F-HR 0001568068-26-000003 filed by JFS WEALTH ADVISORS, 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 19,219 shares
    Change vs previous 13F +735 shares

    0.13% of the 13F portfolio, value $2,313,757.

    13F-HR 0001568068-26-000002 filed by JFS WEALTH ADVISORS, 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 18,484 shares
    Change vs previous 13F -1,334 shares

    0.11% of the 13F portfolio, value $1,946,266.

    13F-HR 0001568068-26-000001 filed by JFS WEALTH ADVISORS, 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 19,818 shares
    Change vs previous 13F +1,872 shares

    0.1% of the 13F portfolio, value $1,663,328.

    13F-HR 0001568068-25-000006 filed by JFS WEALTH ADVISORS, 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 17,946 shares
    Change vs previous 13F -454 shares

    0.09% of the 13F portfolio, value $1,420,577.

    13F-HR 0001568068-25-000003 filed by JFS WEALTH ADVISORS, 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 18,400 shares
    Change vs previous 13F +153 shares

    0.11% of the 13F portfolio, value $1,651,590.

    13F-HR 0001568068-25-000002 filed by JFS WEALTH ADVISORS, 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 18,247 shares
    Change vs previous 13F -160 shares

    0.12% of the 13F portfolio, value $1,815,224.

    13F-HR 0001568068-25-000001 filed by JFS WEALTH ADVISORS, 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 18,407 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,090,288.

    13F-HR 0001568068-24-000005 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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