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Delta Wealth Advisors LLC

SEC CIK
0001970701
Latest filing
Jul 14, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Delta 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 overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
2,169
Value
$278.7K
% of portfolio
0.2%
Quarters held
7
Since Q1 2024
Holdings of MRK by Delta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,169$278.7K0.2%00.0%UnchangedHolders
Q1 20262,169$260.9K0.2%00.0%UnchangedHolders
Q4 20252,169$228.3K0.2%+2,169NewHolders
Q1 20250$00.0%−3,039−100.0%Sold outHolders
Q4 20243,039$302.3K0.3%+82+2.8%AddedHolders
Q3 20242,957$335.8K0.3%00.0%UnchangedHolders
Q2 20242,957$366.1K0.4%00.0%UnchangedHolders
Q1 20242,957$390.2K0.4%–No prior filingHolders