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Lido Advisors, LLC: MRK position timeline

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

Lido Advisors, LLC held 378,859 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 378,859 shares
    Change vs previous 13F +48,658 shares

    0.17% of the 13F portfolio, value $48,901,308.

    13F-HR 0001172661-26-003159 filed by Lido 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 330,201 shares
    Change vs previous 13F -29,272 shares

    0.16% of the 13F portfolio, value $39,879,944.

    13F-HR 0001172661-26-001805 filed by Lido 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 359,473 shares
    Change vs previous 13F +594 shares

    0.13% of the 13F portfolio, value $33,801,564.

    13F-HR 0001172661-26-000582 filed by Lido 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 358,879 shares
    Change vs previous 13F +124,536 shares

    0.12% of the 13F portfolio, value $30,304,388.

    13F-HR 0001172661-25-004894 filed by Lido 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 234,343 shares
    Change vs previous 13F +7,495 shares

    0.1% of the 13F portfolio, value $18,682,640.

    13F-HR 0001172661-25-003111 filed by Lido 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 226,848 shares
    Change vs previous 13F +67,777 shares

    0.12% of the 13F portfolio, value $20,493,255.

    13F-HR 0001172661-25-002184 filed by Lido 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 159,071 shares
    Change vs previous 13F +10,655 shares

    0.1% of the 13F portfolio, value $15,949,047.

    13F-HR 0001172661-25-001102 filed by Lido 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 148,416 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $16,854,149.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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