My Legacy Advisors, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on MRK, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 5,890 MRK shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 5,890 sharesChange vs previous 13F +49 shares
0.18% of the 13F portfolio, value $494,878.
13F-HR 0001767802-25-000003 filed by My Legacy 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 5,841 sharesChange vs previous 13F -151 shares
0.2% of the 13F portfolio, value $524,288.
13F-HR 0001767802-25-000002 filed by My Legacy 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 5,992 sharesChange vs previous 13F -765 shares
0.23% of the 13F portfolio, value $599,739.
13F-HR 0001767802-25-000001 filed by My Legacy 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 6,757 sharesChange vs previous 13F -2,029 shares
0.3% of the 13F portfolio, value $767,325.
13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 8,786 sharesChange vs previous 13F -437 shares
0.35% of the 13F portfolio, value $1,087,707.
13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 9,223 sharesChange vs previous 13F -87 shares
0.41% of the 13F portfolio, value $1,216,975.
13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 9,310 sharesChange vs previous 13F -409 shares
0.4% of the 13F portfolio, value $1,102,583.
13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 9,719 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $976,042.
13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).