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Visionary Wealth Advisors: MRK position timeline

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

Visionary Wealth Advisors held 33,945 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 33,945 shares
    Change vs previous 13F +165 shares

    0.17% of the 13F portfolio, value $4,361,912.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth 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 33,780 shares
    Change vs previous 13F +1,101 shares

    0.18% of the 13F portfolio, value $4,063,445.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth 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 32,679 shares
    Change vs previous 13F +15,192 shares

    0.16% of the 13F portfolio, value $3,439,812.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth 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 17,487 shares
    Change vs previous 13F +438 shares

    0.07% of the 13F portfolio, value $1,467,703.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth 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 17,049 shares
    Change vs previous 13F +4,458 shares

    0.07% of the 13F portfolio, value $1,349,590.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth 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 12,591 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $1,130,127.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth 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 12,571 shares
    Change vs previous 13F +697 shares

    0.07% of the 13F portfolio, value $1,250,585.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth 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 11,874 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,348,467.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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