Applied Finance Capital Management, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on MRK, newest first. How the timeline and the estimate are built.
Applied Finance Capital Management, LLC held 133,454 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 133,454 sharesChange vs previous 13F -45,452 shares
1.28% of the 13F portfolio, value $17,149,000.
13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 178,906 sharesChange vs previous 13F -4,658 shares
1.62% of the 13F portfolio, value $21,520,637.
13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 183,564 sharesChange vs previous 13F +5,428 shares
1.38% of the 13F portfolio, value $19,321,950.
13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 178,136 sharesChange vs previous 13F -16,547 shares
1.06% of the 13F portfolio, value $14,946,837.
13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 194,683 sharesChange vs previous 13F +18,887 shares
1.05% of the 13F portfolio, value $15,411,037.
13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 175,796 sharesChange vs previous 13F -87,404 shares
1.16% of the 13F portfolio, value $15,779,404.
13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 263,200 sharesChange vs previous 13F +10,244 shares
1.14% of the 13F portfolio, value $26,183,164.
13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 252,956 sharesChange vs previous 13F not available
1.23% of the 13F portfolio, value $28,725,638.
13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).