ROI Financial Advisors, LLC: MRK position timeline

ROI Financial Advisors, LLC held 0 MRK shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,976 shares

   13F-HR 0001941040-25-000608 filed by ROI Financial Advisors, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 5,976 shares

   Change vs previous 13F -4,085 shares

   0.3% of the 13F portfolio, value $473,081.

   13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 10,061 shares

   Change vs previous 13F -2,882 shares

   0.66% of the 13F portfolio, value $903,052.

   13F-HR 0001941040-25-000272 filed by ROI Financial Advisors, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 12,943 shares

   Change vs previous 13F -1,653 shares

   0.88% of the 13F portfolio, value $1,287,585.

   13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 14,596 shares

   Change vs previous 13F not available

   1.14% of the 13F portfolio, value $1,657,568.

   13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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