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Lifeworks Advisors, LLC: MRK position timeline

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

Lifeworks Advisors, LLC held 73,618 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,618 shares
    Change vs previous 13F +6,126 shares

    0.99% of the 13F portfolio, value $9,459,972.

    13F-HR 0001951757-26-001262 filed by Lifeworks 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 67,492 shares
    Change vs previous 13F -3,016 shares

    1.04% of the 13F portfolio, value $8,118,630.

    13F-HR 0001951757-26-000767 filed by Lifeworks 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 70,508 shares
    Change vs previous 13F -20,958 shares

    0.96% of the 13F portfolio, value $7,421,706.

    13F-HR 0001951757-26-000453 filed by Lifeworks 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 91,466 shares
    Change vs previous 13F -13,809 shares

    1.03% of the 13F portfolio, value $7,676,721.

    13F-HR 0001951757-25-001383 filed by Lifeworks 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 105,275 shares
    Change vs previous 13F +21,937 shares

    1.24% of the 13F portfolio, value $8,333,552.

    13F-HR 0001951757-25-001025 filed by Lifeworks 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 83,338 shares
    Change vs previous 13F +9,870 shares

    1.24% of the 13F portfolio, value $7,480,426.

    13F-HR 0001951757-25-000515 filed by Lifeworks 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 73,468 shares
    Change vs previous 13F +18,775 shares

    1.32% of the 13F portfolio, value $7,308,622.

    13F-HR 0001951757-25-000200 filed by Lifeworks 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 54,693 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $6,210,930.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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