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Kestra Advisory Services, LLC: MRK position timeline

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

Kestra Advisory Services, LLC held 596,906 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 596,906 shares
    Change vs previous 13F -19,845 shares

    0.17% of the 13F portfolio, value $76,702,348.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 256,709 shares
    • Kestra Advisory Services, LLC: 323,733 shares
    • Kestra Investment Management, LLC: 16,464 shares

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

  2. period ended2026-03-31
    13F 616,751 shares
    Change vs previous 13F +48,445 shares

    0.18% of the 13F portfolio, value $74,188,927.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 260,145 shares
    • Kestra Advisory Services, LLC: 338,012 shares
    • Kestra Investment Management, LLC: 18,594 shares

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

  3. period ended2025-12-31
    13F 568,306 shares
    Change vs previous 13F +11,896 shares

    0.16% of the 13F portfolio, value $59,819,799.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 256,402 shares
    • Kestra Advisory Services, LLC: 292,038 shares
    • Kestra Investment Management, LLC: 19,866 shares

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

  4. period ended2025-09-30
    13F 556,410 shares
    Change vs previous 13F +33,170 shares

    0.14% of the 13F portfolio, value $46,699,508.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 258,997 shares
    • Kestra Advisory Services, LLC: 277,924 shares
    • Kestra Investment Management, LLC: 19,489 shares

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

  5. period ended2025-06-30
    13F/A 523,240 shares
    Change vs previous 13F -45,902 shares

    0.13% of the 13F portfolio, value $41,419,684.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 232,469 shares
    • Kestra Advisory Services, LLC: 271,088 shares
    • Kestra Investment Management, LLC: 19,683 shares

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

  6. period ended2025-03-31
    13F/A 569,142 shares
    Change vs previous 13F +19,395 shares

    0.17% of the 13F portfolio, value $51,086,186.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 222,248 shares
    • Kestra Advisory Services, LLC: 305,787 shares
    • Kestra Investment Management, LLC: 41,107 shares

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

  7. period ended2024-12-31
    13F 549,747 shares
    Change vs previous 13F -7,598 shares

    0.2% of the 13F portfolio, value $54,688,793.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 211,950 shares
    • Kestra Advisory Services, LLC: 316,442 shares
    • Kestra Investment Management, LLC: 21,355 shares

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

  8. period ended2024-09-30
    13F 557,345 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $63,298,254.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 224,225 shares
    • Kestra Advisory Services, LLC: 309,702 shares
    • Kestra Investment Management, LLC: 23,418 shares

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