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Valmark Advisers, Inc.: MRK position timeline

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

Valmark Advisers, Inc. held 26,899 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,899 shares
    Change vs previous 13F -1,442 shares

    0.04% of the 13F portfolio, value $3,456,524.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 28,341 shares
    Change vs previous 13F +1,122 shares

    0.04% of the 13F portfolio, value $3,409,091.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 27,219 shares
    Change vs previous 13F -453 shares

    0.04% of the 13F portfolio, value $2,865,117.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 27,672 shares
    Change vs previous 13F +1,002 shares

    0.03% of the 13F portfolio, value $2,322,492.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 26,670 shares
    Change vs previous 13F -305 shares

    0.03% of the 13F portfolio, value $2,111,202.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 26,975 shares
    Change vs previous 13F -356 shares

    0.04% of the 13F portfolio, value $2,421,274.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 27,331 shares
    Change vs previous 13F +2,760 shares

    0.04% of the 13F portfolio, value $2,718,883.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 24,571 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,790,309.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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