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Regal Investment Advisors LLC: MRK position timeline

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

Regal Investment Advisors LLC held 26,367 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,367 shares
    Change vs previous 13F -493 shares

    0.18% of the 13F portfolio, value $3,388,176.

    13F-HR 0001559789-26-000004 filed by Regal Investment 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 26,860 shares
    Change vs previous 13F +443 shares

    0.19% of the 13F portfolio, value $3,230,936.

    13F-HR 0001559789-26-000003 filed by Regal Investment 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 26,417 shares
    Change vs previous 13F +15,327 shares

    0.17% of the 13F portfolio, value $2,780,651.

    13F-HR 0001559789-26-000002 filed by Regal Investment 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 11,090 shares
    Change vs previous 13F +570 shares

    0.06% of the 13F portfolio, value $930,784.

    13F-HR 0001559789-25-000007 filed by Regal Investment 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 10,520 shares
    Change vs previous 13F -1,016 shares

    0.06% of the 13F portfolio, value $832,774.

    13F-HR 0001559789-25-000003 filed by Regal Investment 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 11,536 shares
    Change vs previous 13F -33 shares

    0.08% of the 13F portfolio, value $1,035,489.

    13F-HR 0001559789-25-000002 filed by Regal Investment 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 11,569 shares
    Change vs previous 13F -1,306 shares

    0.09% of the 13F portfolio, value $1,150,851.

    13F-HR 0001559789-25-000001 filed by Regal Investment 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 12,875 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,462,062.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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