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Disclosery

Advisor OS, LLC: MRK position timeline

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

Advisor OS, LLC held 36,859 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,859 shares
    Change vs previous 13F +613 shares

    0.32% of the 13F portfolio, value $4,736,265.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 36,246 shares
    Change vs previous 13F -6,012 shares

    0.32% of the 13F portfolio, value $4,360,116.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 42,258 shares
    Change vs previous 13F +6,813 shares

    0.36% of the 13F portfolio, value $4,448,154.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 35,445 shares
    Change vs previous 13F +142 shares

    0.26% of the 13F portfolio, value $2,974,838.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 35,303 shares
    Change vs previous 13F +2,745 shares

    0.28% of the 13F portfolio, value $2,794,585.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 32,558 shares
    Change vs previous 13F +293 shares

    0.33% of the 13F portfolio, value $2,922,448.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 32,265 shares
    Change vs previous 13F +7,272 shares

    0.37% of the 13F portfolio, value $3,209,685.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 24,993 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,838,300.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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