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Apriem Advisors: MRK position timeline

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

Apriem Advisors held 10,808 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,808 shares
    Change vs previous 13F +231 shares

    0.12% of the 13F portfolio, value $1,388,821.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 10,577 shares
    Change vs previous 13F +210 shares

    0.12% of the 13F portfolio, value $1,272,337.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 10,367 shares
    Change vs previous 13F -122 shares

    0.1% of the 13F portfolio, value $1,091,179.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 10,489 shares
    Change vs previous 13F -215 shares

    0.08% of the 13F portfolio, value $880,311.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 10,704 shares
    Change vs previous 13F +36 shares

    0.09% of the 13F portfolio, value $847,383.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 10,668 shares
    Change vs previous 13F -570 shares

    0.11% of the 13F portfolio, value $957,592.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 11,238 shares
    Change vs previous 13F +1,632 shares

    0.13% of the 13F portfolio, value $1,117,991.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 9,606 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,090,896.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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