Skip to content
Disclosery

LVW Advisors, LLC: MRK position timeline

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

LVW Advisors, LLC held 22,654 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,654 shares
    Change vs previous 13F -1,590 shares

    0.25% of the 13F portfolio, value $2,911,051.

    13F-HR 0001576053-26-000004 filed by LVW 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 24,244 shares
    Change vs previous 13F -527 shares

    0.28% of the 13F portfolio, value $2,916,322.

    13F-HR 0001576053-26-000002 filed by LVW 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 24,771 shares
    Change vs previous 13F +5,239 shares

    0.26% of the 13F portfolio, value $2,607,405.

    13F-HR 0001576053-26-000001 filed by LVW 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 19,532 shares
    Change vs previous 13F +615 shares

    0.17% of the 13F portfolio, value $1,639,329.

    13F-HR 0001576053-25-000003 filed by LVW 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 18,917 shares
    Change vs previous 13F +4,358 shares

    0.17% of the 13F portfolio, value $1,497,483.

    13F-HR 0001085146-25-003901 filed by LVW 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 14,559 shares
    Change vs previous 13F +4,086 shares

    0.16% of the 13F portfolio, value $1,306,814.

    13F-HR 0001085146-25-001955 filed by LVW 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 10,473 shares
    Change vs previous 13F +2,653 shares

    0.13% of the 13F portfolio, value $1,041,814.

    13F-HR 0001085146-25-000247 filed by LVW 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 7,820 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $888,002.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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