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Sowell Financial Services LLC: MRK position timeline

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

Sowell Financial Services LLC held 75,015 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,015 shares
    Change vs previous 13F +466 shares

    0.31% of the 13F portfolio, value $9,639,481.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 74,549 shares
    Change vs previous 13F +2,186 shares

    0.33% of the 13F portfolio, value $8,967,468.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 72,363 shares
    Change vs previous 13F +3,366 shares

    0.28% of the 13F portfolio, value $7,616,940.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 68,997 shares
    Change vs previous 13F -8,882 shares

    0.22% of the 13F portfolio, value $5,790,928.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 77,879 shares
    Change vs previous 13F +5,704 shares

    0.25% of the 13F portfolio, value $6,164,873.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 72,175 shares
    Change vs previous 13F +7,761 shares

    0.29% of the 13F portfolio, value $6,478,399.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 64,414 shares
    Change vs previous 13F -5,416 shares

    0.34% of the 13F portfolio, value $6,407,880.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 69,830 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,984,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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