Talisman Wealth Advisors LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talisman Wealth Advisors LLC on MRK, newest first. How the timeline and the estimate are built.
Talisman Wealth Advisors LLC held 2,735 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,735 sharesChange vs previous 13F +530 shares
0.26% of the 13F portfolio, value $351,464.
13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,205 sharesChange vs previous 13F -641 shares
0.21% of the 13F portfolio, value $265,182.
13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,846 sharesChange vs previous 13F -37 shares
0.23% of the 13F portfolio, value $300,044.
13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,883 sharesChange vs previous 13F +198 shares
0.2% of the 13F portfolio, value $242,011.
13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,685 sharesChange vs previous 13F -444 shares
0.19% of the 13F portfolio, value $212,555.
13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,129 sharesChange vs previous 13F +58 shares
0.29% of the 13F portfolio, value $280,833.
13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,071 sharesChange vs previous 13F -166 shares
0.32% of the 13F portfolio, value $305,486.
13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,237 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $368,020.
13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).