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Souders Financial Advisors: MRK position timeline

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

Souders Financial Advisors held 12,395 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,395 shares
    Change vs previous 13F +1,532 shares

    0.16% of the 13F portfolio, value $1,592,729.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 10,863 shares
    Change vs previous 13F -1,814 shares

    0.15% of the 13F portfolio, value $1,306,764.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 12,677 shares
    Change vs previous 13F +3,559 shares

    0.15% of the 13F portfolio, value $1,334,360.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 9,118 shares
    Change vs previous 13F +3,234 shares

    0.09% of the 13F portfolio, value $765,248.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 5,884 shares
    Change vs previous 13F +3,192 shares

    0.06% of the 13F portfolio, value $465,775.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 2,692 shares
    Change vs previous 13F -4,471 shares

    0.03% of the 13F portfolio, value $241,650.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 7,163 shares
    Change vs previous 13F -2,675 shares

    0.1% of the 13F portfolio, value $712,565.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 9,838 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,117,205.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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