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Polaris Wealth Advisory Group, LLC: MRK position timeline

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

Polaris Wealth Advisory Group, LLC held 118,164 MRK shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 118,164 shares
    Change vs previous 13F -1,912 shares

    0.93% of the 13F portfolio, value $12,165,013.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 120,076 shares
    Change vs previous 13F -10,149 shares

    1.05% of the 13F portfolio, value $13,855,574.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 130,225 shares
    Change vs previous 13F +38,425 shares

    1.02% of the 13F portfolio, value $13,854,596.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 91,800 shares
    Change vs previous 13F -14,972 shares

    0.76% of the 13F portfolio, value $10,196,271.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 106,772 shares
    Change vs previous 13F -22,009 shares

    0.8% of the 13F portfolio, value $9,661,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 128,781 shares
    Change vs previous 13F -17,225 shares

    0.94% of the 13F portfolio, value $11,741,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 146,006 shares
    Change vs previous 13F -328,635 shares

    0.85% of the 13F portfolio, value $12,673,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 474,641 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $36,376,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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