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Lineweaver Wealth Advisors, LLC: MRK position timeline

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

Lineweaver Wealth Advisors, LLC held 36,727 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,727 shares
    Change vs previous 13F +777 shares

    0.62% of the 13F portfolio, value $5,336,733.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,950 shares
    Change vs previous 13F +2,306 shares

    0.55% of the 13F portfolio, value $4,619,522.

    13F-HR 0001797873-26-000005 filed by Lineweaver 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 ended2026-03-31
    13F 33,644 shares
    Change vs previous 13F -4,236 shares

    0.55% of the 13F portfolio, value $4,047,094.

    13F-HR 0001797873-26-000002 filed by Lineweaver 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 ended2025-12-31
    13F 37,880 shares
    Change vs previous 13F +17 shares

    0.54% of the 13F portfolio, value $3,987,216.

    13F-HR 0001797873-26-000001 filed by Lineweaver 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 ended2025-09-30
    13F 37,863 shares
    Change vs previous 13F +11,122 shares

    0.47% of the 13F portfolio, value $3,177,845.

    13F-HR 0001085146-25-005908 filed by Lineweaver 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 ended2025-06-30
    13F 26,741 shares
    Change vs previous 13F -4,532 shares

    0.33% of the 13F portfolio, value $2,116,850.

    13F-HR 0001085146-25-003672 filed by Lineweaver 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 ended2025-03-31
    13F 31,273 shares
    Change vs previous 13F +2,410 shares

    0.48% of the 13F portfolio, value $2,807,681.

    13F-HR 0001085146-25-002551 filed by Lineweaver 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 ended2024-12-31
    13F 28,863 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,871,810.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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