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Legacy Financial Advisors, Inc.: MRK position timeline

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

Legacy Financial Advisors, Inc. held 28,939 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,939 shares
    Change vs previous 13F +828 shares

    0.45% of the 13F portfolio, value $3,718,635.

    13F-HR 0001765380-26-000278 filed by Legacy Financial 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 28,111 shares
    Change vs previous 13F -549 shares

    0.47% of the 13F portfolio, value $3,381,450.

    13F-HR 0001765380-26-000129 filed by Legacy Financial 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 28,660 shares
    Change vs previous 13F +3,988 shares

    0.42% of the 13F portfolio, value $3,016,742.

    13F-HR 0001730810-26-000001 filed by Legacy Financial 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 24,672 shares
    Change vs previous 13F +4,070 shares

    0.29% of the 13F portfolio, value $2,070,739.

    13F-HR 0001765380-25-000458 filed by Legacy Financial 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 20,602 shares
    Change vs previous 13F +12,392 shares

    0.25% of the 13F portfolio, value $1,630,882.

    13F-HR 0001765380-25-000311 filed by Legacy Financial 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 8,210 shares
    Change vs previous 13F -3,752 shares

    0.12% of the 13F portfolio, value $736,895.

    13F-HR 0001765380-25-000226 filed by Legacy Financial 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 11,962 shares
    Change vs previous 13F -6,644 shares

    0.2% of the 13F portfolio, value $1,190,009.

    13F-HR 0001765380-25-000099 filed by Legacy Financial 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 18,606 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,112,889.

    13F-HR 0001765380-24-000455 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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