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Capital Planning Advisors, LLC: MRK position timeline

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

Capital Planning Advisors, LLC held 11,665 MRK shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,665 shares
    Change vs previous 13F -464 shares

    0.2% of the 13F portfolio, value $1,403,183.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,129 shares
    Change vs previous 13F +5,570 shares

    0.17% of the 13F portfolio, value $1,276,699.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,559 shares
    Change vs previous 13F -5,466 shares

    0.08% of the 13F portfolio, value $550,497.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 12,025 shares
    Change vs previous 13F -14,084 shares

    0.14% of the 13F portfolio, value $951,899.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 26,109 shares
    Change vs previous 13F -7,322 shares

    0.36% of the 13F portfolio, value $2,343,544.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 33,431 shares
    Change vs previous 13F -11,858 shares

    0.51% of the 13F portfolio, value $3,325,716.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 45,289 shares
    Change vs previous 13F +2,691 shares

    0.78% of the 13F portfolio, value $5,143,019.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 42,598 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $5,273,632.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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