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SageView Advisory Group, LLC: MRK position timeline

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

SageView Advisory Group, LLC held 25,250 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,250 shares
    Change vs previous 13F +1,929 shares

    0.11% of the 13F portfolio, value $3,244,620.

    13F-HR 0001172661-26-003218 filed by SageView 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 ended2026-03-31
    13F 23,321 shares
    Change vs previous 13F -18,258 shares

    0.1% of the 13F portfolio, value $2,805,335.

    13F-HR 0001172661-26-003214 filed by SageView 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 ended2025-12-31
    13F 41,579 shares
    Change vs previous 13F -4,117 shares

    0.15% of the 13F portfolio, value $4,376,637.

    13F-HR 0001914558-26-000002 filed by SageView 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 ended2025-09-30
    13F 45,696 shares
    Change vs previous 13F +22,285 shares

    0.13% of the 13F portfolio, value $3,835,218.

    13F-HR 0001172661-25-004748 filed by SageView 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 ended2025-06-30
    13F 23,411 shares
    Change vs previous 13F +6,060 shares

    0.07% of the 13F portfolio, value $1,967,869.

    13F-HR 0001172661-25-003226 filed by SageView 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 ended2025-03-31
    13F 17,351 shares
    Change vs previous 13F -7,002 shares

    0.07% of the 13F portfolio, value $1,557,491.

    13F-HR 0001172661-25-002419 filed by SageView 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 ended2024-12-31
    13F 24,353 shares
    Change vs previous 13F +4,444 shares

    0.1% of the 13F portfolio, value $2,422,650.

    13F-HR 0001172661-25-000782 filed by SageView 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 ended2024-09-30
    13F 19,909 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,260,895.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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