MAGNOLIA CAPITAL ADVISORS LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAGNOLIA CAPITAL ADVISORS LLC on MRK, newest first. How the timeline and the estimate are built.
MAGNOLIA CAPITAL ADVISORS LLC held 34,718 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 34,718 sharesChange vs previous 13F -86 shares
0.77% of the 13F portfolio, value $4,461,261.
13F-HR 0001765380-26-000400 filed by MAGNOLIA CAPITAL ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,804 sharesChange vs previous 13F +30,263 shares
0.82% of the 13F portfolio, value $4,186,620.
13F-HR 0001765380-26-000216 filed by MAGNOLIA CAPITAL ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,541 sharesChange vs previous 13F -468 shares
0.1% of the 13F portfolio, value $477,939.
13F-HR 0001803662-26-000001 filed by MAGNOLIA CAPITAL ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,009 sharesChange vs previous 13F -583 shares
0.11% of the 13F portfolio, value $420,368.
13F-HR 0001803662-25-000008 filed by MAGNOLIA CAPITAL ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,592 sharesChange vs previous 13F -13,723 shares
0.11% of the 13F portfolio, value $442,701.
13F-HR 0001803662-25-000006 filed by MAGNOLIA CAPITAL ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,315 sharesChange vs previous 13F +962 shares
0.47% of the 13F portfolio, value $1,733,726.
13F-HR 0001803662-25-000005 filed by MAGNOLIA CAPITAL ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 18,353 sharesChange vs previous 13F +6,138 shares
0.47% of the 13F portfolio, value $1,825,748.
13F-HR/A 0001803662-25-000004 filed by MAGNOLIA CAPITAL ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,215 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $1,387,091.
13F-HR 0001803662-24-000006 filed by MAGNOLIA CAPITAL ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).