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Steward Partners Investment Advisory, LLC: MRK position timeline

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

Steward Partners Investment Advisory, LLC held 318,918 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,918 shares
    Change vs previous 13F +13,520 shares

    0.21% of the 13F portfolio, value $40,980,910.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 305,398 shares
    Change vs previous 13F +5,456 shares

    0.19% of the 13F portfolio, value $36,736,289.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 299,942 shares
    Change vs previous 13F +40,456 shares

    0.17% of the 13F portfolio, value $31,571,967.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 259,486 shares
    Change vs previous 13F -57,919 shares

    0.12% of the 13F portfolio, value $21,778,603.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 317,405 shares
    Change vs previous 13F -174,112 shares

    0.2% of the 13F portfolio, value $25,125,665.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 491,517 shares
    Change vs previous 13F +7,481 shares

    0.39% of the 13F portfolio, value $44,118,538.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 484,036 shares
    Change vs previous 13F -21,360 shares

    0.43% of the 13F portfolio, value $48,151,885.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 505,396 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $57,392,851.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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