Skip to content
Disclosery

Wealthspire Advisors, LLC: MRK position timeline

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

Wealthspire Advisors, LLC held 75,165 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,165 shares
    Change vs previous 13F +21,681 shares

    0.05% of the 13F portfolio, value $9,658,676.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 53,484 shares
    Change vs previous 13F -5,819 shares

    0.05% of the 13F portfolio, value $6,433,567.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 59,303 shares
    Change vs previous 13F +11,269 shares

    0.05% of the 13F portfolio, value $6,242,192.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 48,034 shares
    Change vs previous 13F -1,240 shares

    0.02% of the 13F portfolio, value $4,031,513.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 49,274 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $3,900,510.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 49,095 shares
    Change vs previous 13F -5,470 shares

    0.03% of the 13F portfolio, value $4,406,811.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 54,565 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $5,428,062.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 54,699 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,211,599.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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