Tanglewood Legacy Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1965616 HOUSTON, TX

Position in MRK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,568,985

+$100,245 QoQ

Shares Held

12,210

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.50%

of 13F equity value

Holder Rank

#1,757

of 3,766 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Tanglewood Legacy Advisors, LLC holds $3,267,316 across 7 Drug Manufacturers - General names. MRK ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc. This page	12,210	$1,568,985
2	JNJ	Johnson & Johnson	5,091	$1,292,961
3	LLY	ELI LILLY & Co	100	$119,943
4	ABBV	AbbVie Inc.	443	$111,476
5	BMY	Bristol Myers Squibb Co	1,868	$107,634
6	PFE	Pfizer Inc	2,072	$49,893
7	OGN	Organon & Co.	1,213	$16,424

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,568,985	12,210	0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,468,740	12,210	+0.6%	Shares	Sole	2026-04-27
2025-12-31	$1,277,014	12,132	+1.3%	Shares	Sole	2026-02-06
2025-09-30	$1,005,649	11,982	-1.2%	Shares	Sole	2025-11-07
2025-06-30	$959,656	12,123	0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,088,160	12,123	0.0%	Shares	Sole	2025-04-22
2024-12-31	$1,205,996	12,123	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,376,687	12,123	0.0%	Shares	Sole	2024-10-15
2024-06-30	$1,500,827	12,123	0.0%	Shares	Sole	2024-07-17
2024-03-31	$1,599,629	12,123	0.0%	Shares	Sole	2024-04-16
2023-12-31	$1,321,649	12,123	0.0%	Shares	Sole	2024-01-23
2023-09-30	$1,248,062	12,123	0.0%	Shares	Sole	2023-10-18
2023-06-30	$1,398,872	12,123	0.0%	Shares	Sole	2023-08-01
2023-03-31	$1,289,765	12,123	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,345,046	12,123	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.