Skip to content
Disclosery

Cape Investment Advisory, Inc.: MRK position timeline

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

Cape Investment Advisory, Inc. held 4,080 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,080 shares
    Change vs previous 13F +1,415 shares

    0.15% of the 13F portfolio, value $592,901.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,665 shares
    Change vs previous 13F +251 shares

    0.09% of the 13F portfolio, value $342,473.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    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 2,414 shares
    Change vs previous 13F +1,478 shares

    0.1% of the 13F portfolio, value $290,379.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    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 936 shares
    Change vs previous 13F +435 shares

    0.03% of the 13F portfolio, value $98,498.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    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 501 shares
    Change vs previous 13F -650 shares

    0.04% of the 13F portfolio, value $42,048.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    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 1,151 shares
    Change vs previous 13F -106 shares

    0.03% of the 13F portfolio, value $91,077.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    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 1,257 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $112,818.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    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 1,355 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $134,751.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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