Opal Wealth Advisors, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opal Wealth Advisors, LLC on MRK, newest first. How the timeline and the estimate are built.
Opal Wealth Advisors, LLC held 2,998 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,998 sharesChange vs previous 13F +15 shares
0.08% of the 13F portfolio, value $385,307.
13F-HR 0001844201-26-000004 filed by Opal Wealth 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 2,983 sharesChange vs previous 13F +32 shares
0.08% of the 13F portfolio, value $358,826.
13F-HR 0001844201-26-000003 filed by Opal Wealth 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 2,951 sharesChange vs previous 13F -195 shares
0.08% of the 13F portfolio, value $310,673.
13F-HR 0001844201-26-000002 filed by Opal Wealth 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 3,146 sharesChange vs previous 13F -302 shares
0.07% of the 13F portfolio, value $264,032.
13F-HR 0001844201-25-000006 filed by Opal Wealth 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 3,448 sharesChange vs previous 13F +290 shares
0.08% of the 13F portfolio, value $272,960.
13F-HR 0001844201-25-000004 filed by Opal Wealth 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 3,158 sharesChange vs previous 13F +47 shares
0.09% of the 13F portfolio, value $283,421.
13F-HR 0001847820-25-000005 filed by Opal Wealth 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 3,111 sharesChange vs previous 13F -179 shares
0.09% of the 13F portfolio, value $309,483.
13F-HR 0001844201-25-000001 filed by Opal Wealth 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 3,290 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $373,561.
13F-HR 0001844201-24-000007 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).