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Sheaff Brock Investment Advisors, LLC: MRK position timeline

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

Sheaff Brock Investment Advisors, LLC held 92,619 MRK shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 92,619 shares
    Change vs previous 13F -34,505 shares

    0.76% of the 13F portfolio, value $8,313,450.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock 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 ended2024-12-31
    13F 127,124 shares
    Change vs previous 13F +4,390 shares

    1.1% of the 13F portfolio, value $12,646,254.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock 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 ended2024-09-30
    13F 122,734 shares
    Change vs previous 13F +5,237 shares

    1.22% of the 13F portfolio, value $13,937,698.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock 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 ended2024-06-30
    13F 117,497 shares
    Change vs previous 13F +16,786 shares

    1.35% of the 13F portfolio, value $14,546,100.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock 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 ended2024-03-31
    13F 100,711 shares
    Change vs previous 13F -4,273 shares

    1.06% of the 13F portfolio, value $13,288,870.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock 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 ended2023-12-31
    13F 104,984 shares
    Change vs previous 13F -36,145 shares

    1.03% of the 13F portfolio, value $11,445,403.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock 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 ended2023-09-30
    13F 141,129 shares
    Change vs previous 13F +30,905 shares

    1.46% of the 13F portfolio, value $14,529,273.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock 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 ended2023-06-30
    13F 110,224 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $12,718,804.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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