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Beacon Financial Strategies CORP: MRK position timeline

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

Beacon Financial Strategies CORP held 3,697 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,697 shares
    Change vs previous 13F -99 shares

    0.26% of the 13F portfolio, value $537,280.

    13F-HR 0001214659-26-012889 filed by Beacon Financial Strategies CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,796 shares
    Change vs previous 13F +2 shares

    0.24% of the 13F portfolio, value $487,770.

    13F-HR 0001214659-26-008349 filed by Beacon Financial Strategies CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,794 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $456,402.

    13F-HR 0001214659-26-004434 filed by Beacon Financial Strategies CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,792 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $399,187.

    13F-HR 0001214659-26-000337 filed by Beacon Financial Strategies CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,790 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $318,116.

    13F-HR 0001214659-25-014655 filed by Beacon Financial Strategies CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,788 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $299,856.

    13F-HR 0001214659-25-014177 filed by Beacon Financial Strategies CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,786 shares
    Change vs previous 13F +402 shares

    0.23% of the 13F portfolio, value $339,805.

    13F-HR 0001214659-25-014176 filed by Beacon Financial Strategies CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,384 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $336,627.

    13F-HR 0001214659-25-014175 filed by Beacon Financial Strategies CORP
    Filed (acceptance time not in the bulk data set), ingested

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