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Disclosery

Apella Capital, LLC: MRK position timeline

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

Apella Capital, LLC held 43,902 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,902 shares
    Change vs previous 13F +6,239 shares

    0.08% of the 13F portfolio, value $6,268,784.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,663 shares
    Change vs previous 13F +526 shares

    0.07% of the 13F portfolio, value $4,853,264.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,137 shares
    Change vs previous 13F +22,436 shares

    0.07% of the 13F portfolio, value $4,421,912.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,701 shares
    Change vs previous 13F +775 shares

    0.03% of the 13F portfolio, value $1,547,389.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,926 shares
    Change vs previous 13F +2,579 shares

    0.03% of the 13F portfolio, value $1,168,687.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,347 shares
    Change vs previous 13F +492 shares

    0.02% of the 13F portfolio, value $917,992.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,855 shares
    Change vs previous 13F +1,385 shares

    0.03% of the 13F portfolio, value $889,156.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,470 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $942,103.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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