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Disclosery

Athena Investment Management: MRK position timeline

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

Athena Investment Management held 7,598 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,598 shares
    Change vs previous 13F -1,179 shares

    0.58% of the 13F portfolio, value $976,404.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 8,777 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,055,842.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 8,777 shares
    Change vs previous 13F +130 shares

    0.47% of the 13F portfolio, value $923,917.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 8,647 shares
    Change vs previous 13F +240 shares

    0.38% of the 13F portfolio, value $725,783.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 8,407 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $665,536.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 8,407 shares
    Change vs previous 13F -13 shares

    0.46% of the 13F portfolio, value $754,655.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 8,420 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $837,669.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 8,420 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $956,229.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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