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Diversify Advisory Services, LLC: MRK position timeline

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

Diversify Advisory Services, LLC held 58,270 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,270 shares
    Change vs previous 13F +31,693 shares

    0.06% of the 13F portfolio, value $7,619,330.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 29,135 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,135 shares

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

  2. period ended2026-03-31
    13F 26,577 shares
    Change vs previous 13F -1,151 shares

    0.05% of the 13F portfolio, value $2,948,700.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,577 shares

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

  3. period ended2025-12-31
    13F 27,728 shares
    Change vs previous 13F -5,887 shares

    0.06% of the 13F portfolio, value $3,013,190.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,951 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,777 shares

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

  4. period ended2025-09-30
    13F 33,615 shares
    Change vs previous 13F -36,672 shares

    0.06% of the 13F portfolio, value $2,772,964.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,884 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,731 shares

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

  5. period ended2025-06-30
    13F 70,287 shares
    Change vs previous 13F +22,533 shares

    0.13% of the 13F portfolio, value $5,644,024.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,256 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 38,031 shares

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

  6. period ended2025-03-31
    13F 47,754 shares
    Change vs previous 13F +12,945 shares

    0.14% of the 13F portfolio, value $4,045,234.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,620 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,134 shares

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

  7. period ended2024-12-31
    13F 34,809 shares
    Change vs previous 13F +1,340 shares

    0.11% of the 13F portfolio, value $3,454,786.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,514 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,295 shares

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

  8. period ended2024-09-30
    13F 33,469 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,565,638.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,998 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,471 shares

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