Lineweaver Wealth Advisors, LLC

SEC CIK: 0001797873
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Lineweaver Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overview All 13F holders of MRK Full Q2 2026 holdings

Shares (Q2 2026): 35,950
Value: $4.62M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Lineweaver Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,950	$4.62M	0.5%	+2,306+6.9%	Added	Holders
Q1 2026	33,644	$4.05M	0.5%	−4,236−11.2%	Reduced	Holders
Q4 2025	37,880	$3.99M	0.5%	+170.0%	Added	Holders
Q3 2025	37,863	$3.18M	0.5%	+11,122+41.6%	Added	Holders
Q2 2025	26,741	$2.12M	0.3%	−4,532−14.5%	Reduced	Holders
Q1 2025	31,273	$2.81M	0.5%	+2,410+8.3%	Added	Holders
Q4 2024	28,863	$2.87M	0.5%	−4,807−14.3%	Reduced	Holders
Q3 2024	33,670	$3.82M	0.7%	+2,614+8.4%	Added	Holders
Q2 2024	31,056	$3.84M	0.8%	−386−1.2%	Reduced	Holders
Q1 2024	31,442	$4.15M	1.0%	+2,277+7.8%	Added	Holders
Q4 2023	29,165	$3.18M	0.8%	+5,704+24.3%	Added	Holders
Q3 2023	23,461	$2.42M	0.7%	+2,047+9.6%	Added	Holders
Q2 2023	21,414	$2.47M	0.7%	−35−0.2%	Reduced	Holders
Q1 2023	21,449	$2.28M	0.7%	+2,022+10.4%	Added	Holders
Q4 2022	19,427	$2.16M	0.7%	−1,357−6.5%	Reduced	Holders
Q3 2022	20,784	$1.79M	0.6%	+2,492+13.6%	Added	Holders
Q2 2022	18,292	$1.67M	0.6%	+2,046+12.6%	Added	Holders
Q1 2022	16,246	$1.33M	0.4%	+5,965+58.0%	Added	Holders
Q4 2021	10,281	$788.0K	0.2%	+4,345+73.2%	Added	Holders
Q3 2021	5,936	$445.0K	0.1%	+1,192+25.1%	Added	Holders
Q2 2021	4,744	$368.0K	0.1%	+83+1.8%	Added	Holders
Q1 2021	4,661	$359.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.