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Disclosery

Wallace Advisory Group, LLC: MRK position timeline

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

Wallace Advisory Group, LLC held 115,340 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,340 shares
    Change vs previous 13F -69 shares

    13.94% of the 13F portfolio, value $14,821,191.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 115,409 shares
    Change vs previous 13F -21 shares

    14.83% of the 13F portfolio, value $13,882,549.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 115,430 shares
    Change vs previous 13F -234 shares

    12.75% of the 13F portfolio, value $12,150,162.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 115,664 shares
    Change vs previous 13F -349 shares

    7.36% of the 13F portfolio, value $9,155,962.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 116,013 shares
    Change vs previous 13F +53 shares

    7.56% of the 13F portfolio, value $10,413,327.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 115,960 shares
    Change vs previous 13F +204 shares

    7.98% of the 13F portfolio, value $11,535,701.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 115,756 shares
    Change vs previous 13F +53 shares

    9.09% of the 13F portfolio, value $13,145,251.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 115,703 shares
    Change vs previous 13F not available

    10.48% of the 13F portfolio, value $14,324,032.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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