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Roberts Wealth Advisors, LLC: MRK position timeline

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

Roberts Wealth Advisors, LLC held 65,645 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,645 shares
    Change vs previous 13F -574 shares

    1.92% of the 13F portfolio, value $8,435,430.

    13F-HR 0001754960-26-000669 filed by Roberts Wealth 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 66,219 shares
    Change vs previous 13F +1,975 shares

    2.02% of the 13F portfolio, value $7,965,527.

    13F-HR 0001754960-26-000208 filed by Roberts Wealth 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 64,244 shares
    Change vs previous 13F -692 shares

    1.76% of the 13F portfolio, value $6,762,362.

    13F-HR 0001754960-26-000034 filed by Roberts Wealth 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 64,936 shares
    Change vs previous 13F +492 shares

    1.45% of the 13F portfolio, value $5,450,110.

    13F-HR 0001754960-25-000696 filed by Roberts Wealth 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 64,444 shares
    Change vs previous 13F +5,453 shares

    1.47% of the 13F portfolio, value $5,101,416.

    13F-HR 0001754960-25-000464 filed by Roberts Wealth 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 58,991 shares
    Change vs previous 13F +333 shares

    1.63% of the 13F portfolio, value $5,295,065.

    13F-HR 0001754960-25-000223 filed by Roberts Wealth 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 58,658 shares
    Change vs previous 13F +30,643 shares

    1.78% of the 13F portfolio, value $5,871,120.

    13F-HR 0001754960-25-000044 filed by Roberts Wealth 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 28,015 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,040,230.

    13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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