Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: MRK position timeline

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

Wescott Financial Advisory Group, LLC held 132,230 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,230 shares
    Change vs previous 13F +106 shares

    1.32% of the 13F portfolio, value $16,991,531.

    13F-HR 0001172661-26-003047 filed by Wescott Financial 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 132,124 shares
    Change vs previous 13F -10,208 shares

    1.39% of the 13F portfolio, value $15,893,265.

    13F-HR 0001172661-26-001689 filed by Wescott Financial 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 142,332 shares
    Change vs previous 13F -13,382 shares

    1.31% of the 13F portfolio, value $14,981,873.

    13F-HR 0001172661-26-000655 filed by Wescott Financial 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 155,714 shares
    Change vs previous 13F -6,831 shares

    1.17% of the 13F portfolio, value $13,069,049.

    13F-HR 0001172661-25-004588 filed by Wescott Financial 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 162,545 shares
    Change vs previous 13F -598 shares

    1.23% of the 13F portfolio, value $12,867,015.

    13F-HR 0001172661-25-003022 filed by Wescott Financial 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 163,143 shares
    Change vs previous 13F -207 shares

    1.52% of the 13F portfolio, value $14,643,738.

    13F-HR 0001172661-25-001836 filed by Wescott Financial 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 163,350 shares
    Change vs previous 13F -4,815 shares

    1.68% of the 13F portfolio, value $16,250,064.

    13F-HR 0001172661-25-000710 filed by Wescott Financial 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 168,165 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $19,096,796.

    13F-HR 0001172661-24-004582 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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