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Disclosery

Capital Asset Advisory Services LLC: MRK position timeline

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

Capital Asset Advisory Services LLC held 23,955 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,955 shares
    Change vs previous 13F +1,715 shares

    0.11% of the 13F portfolio, value $3,078,338.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
    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 22,240 shares
    Change vs previous 13F -437 shares

    0.1% of the 13F portfolio, value $2,604,327.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
    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 22,677 shares
    Change vs previous 13F +413 shares

    0.1% of the 13F portfolio, value $2,468,863.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
    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 22,264 shares
    Change vs previous 13F +2,515 shares

    0.08% of the 13F portfolio, value $1,868,611.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
    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 19,749 shares
    Change vs previous 13F +440 shares

    0.08% of the 13F portfolio, value $1,615,685.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
    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 19,309 shares
    Change vs previous 13F -1,794 shares

    0.09% of the 13F portfolio, value $1,672,137.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
    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 21,103 shares
    Change vs previous 13F +548 shares

    0.1% of the 13F portfolio, value $2,092,117.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
    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 20,555 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,230,611.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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