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SAX WEALTH ADVISORS, LLC: MRK position timeline

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

SAX WEALTH ADVISORS, LLC held 41,436 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,436 shares
    Change vs previous 13F +11,674 shares

    0.17% of the 13F portfolio, value $6,020,995.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,762 shares
    Change vs previous 13F +2,034 shares

    0.15% of the 13F portfolio, value $3,580,077.

    13F-HR 0001846150-26-000007 filed by SAX 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 ended2026-03-31
    13F 27,728 shares
    Change vs previous 13F -110 shares

    0.14% of the 13F portfolio, value $2,918,655.

    13F-HR 0001846150-26-000005 filed by SAX 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 ended2025-12-31
    13F 27,838 shares
    Change vs previous 13F -1,500 shares

    0.14% of the 13F portfolio, value $2,930,234.

    13F-HR 0001846150-26-000002 filed by SAX 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 ended2025-09-30
    13F 29,338 shares
    Change vs previous 13F +12,712 shares

    0.13% of the 13F portfolio, value $2,462,314.

    13F-HR 0001846150-25-000011 filed by SAX 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 ended2025-06-30
    13F 16,626 shares
    Change vs previous 13F +8,227 shares

    0.08% of the 13F portfolio, value $1,316,122.

    13F-HR 0001846150-25-000007 filed by SAX 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 ended2025-03-31
    13F 8,399 shares
    Change vs previous 13F +993 shares

    0.05% of the 13F portfolio, value $753,934.

    13F-HR 0001846150-25-000004 filed by SAX 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 ended2024-12-31
    13F 7,406 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $736,767.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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