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Disclosery

Caldwell Trust Co: MRK position timeline

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

Caldwell Trust Co held 35,474 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,474 shares
    Change vs previous 13F -1,486 shares

    0.37% of the 13F portfolio, value $4,558,410.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 36,960 shares
    Change vs previous 13F -1,432 shares

    0.4% of the 13F portfolio, value $4,445,919.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 38,392 shares
    Change vs previous 13F -7,870 shares

    0.36% of the 13F portfolio, value $4,041,141.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 46,262 shares
    Change vs previous 13F -1,841 shares

    0.36% of the 13F portfolio, value $3,882,770.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 48,103 shares
    Change vs previous 13F -1,263 shares

    0.38% of the 13F portfolio, value $3,807,833.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 49,366 shares
    Change vs previous 13F -6,356 shares

    0.48% of the 13F portfolio, value $4,431,092.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 55,722 shares
    Change vs previous 13F -1,567 shares

    0.58% of the 13F portfolio, value $5,543,224.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 57,289 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,505,739.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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