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Altrius Capital Management Inc: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altrius Capital Management Inc on MRK, newest first. How the timeline and the estimate are built.

Altrius Capital Management Inc held 54,671 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,671 shares
    Change vs previous 13F +400 shares

    1.33% of the 13F portfolio, value $7,025,331.

    13F-HR 0001940646-26-000007 filed by Altrius Capital Management Inc
    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 54,271 shares
    Change vs previous 13F -3,798 shares

    1.3% of the 13F portfolio, value $6,528,303.

    13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
    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 58,069 shares
    Change vs previous 13F +342 shares

    1.3% of the 13F portfolio, value $6,112,361.

    13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
    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 57,727 shares
    Change vs previous 13F +2,064 shares

    1.11% of the 13F portfolio, value $4,845,079.

    13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
    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 55,663 shares
    Change vs previous 13F +7,124 shares

    1.03% of the 13F portfolio, value $4,406,323.

    13F-HR 0001940646-25-000008 filed by Altrius Capital Management Inc
    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 48,539 shares
    Change vs previous 13F +3,233 shares

    1.06% of the 13F portfolio, value $4,356,888.

    13F-HR 0001940646-25-000007 filed by Altrius Capital Management Inc
    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 45,306 shares
    Change vs previous 13F +6,378 shares

    1.21% of the 13F portfolio, value $4,507,060.

    13F-HR 0001940646-25-000002 filed by Altrius Capital Management Inc
    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 38,928 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $4,420,678.

    13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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