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Disclosery

Asset Dedication, LLC: MRK position timeline

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

Asset Dedication, LLC held 16,886 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,886 shares
    Change vs previous 13F +45 shares

    0.14% of the 13F portfolio, value $2,169,866.

    13F-HR 0001475896-26-000003 filed by Asset Dedication, LLC
    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 16,841 shares
    Change vs previous 13F -1,974 shares

    0.14% of the 13F portfolio, value $2,025,788.

    13F-HR 0001475896-26-000002 filed by Asset Dedication, LLC
    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 18,815 shares
    Change vs previous 13F -2,877 shares

    0.13% of the 13F portfolio, value $1,980,474.

    13F-HR 0001475896-26-000001 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,692 shares
    Change vs previous 13F +1,444 shares

    0.12% of the 13F portfolio, value $1,820,610.

    13F-HR 0001475896-25-000006 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,248 shares
    Change vs previous 13F -1,448 shares

    0.12% of the 13F portfolio, value $1,602,868.

    13F-HR 0001475896-25-000005 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,696 shares
    Change vs previous 13F -9,663 shares

    0.16% of the 13F portfolio, value $1,947,457.

    13F-HR 0001475896-25-000002 filed by Asset Dedication, LLC
    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 31,359 shares
    Change vs previous 13F -15,418 shares

    0.25% of the 13F portfolio, value $3,119,632.

    13F-HR 0001475896-25-000001 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 46,777 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,312,031.

    13F-HR 0001475896-24-000005 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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