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BEACON FINANCIAL GROUP: MRK position timeline

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

BEACON FINANCIAL GROUP held 7,047 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,047 shares
    Change vs previous 13F +678 shares

    0.08% of the 13F portfolio, value $905,582.

    13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
    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 6,369 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $766,167.

    13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
    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 6,350 shares
    Change vs previous 13F -24 shares

    0.07% of the 13F portfolio, value $668,436.

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    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 6,374 shares
    Change vs previous 13F +73 shares

    0.05% of the 13F portfolio, value $534,998.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    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 6,301 shares
    Change vs previous 13F -351 shares

    0.05% of the 13F portfolio, value $498,814.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    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 6,652 shares
    Change vs previous 13F -3,440 shares

    0.07% of the 13F portfolio, value $597,113.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    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 10,092 shares
    Change vs previous 13F -5,380 shares

    0.11% of the 13F portfolio, value $1,003,919.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    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 15,472 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,756,962.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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