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Capital Square, LLC: MRK position timeline

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

Capital Square, LLC held 13,720 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,720 shares
    Change vs previous 13F +504 shares

    0.74% of the 13F portfolio, value $1,695,044.

    13F-HR 0001798736-26-000003 filed by Capital Square, 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 13,216 shares
    Change vs previous 13F +118 shares

    0.68% of the 13F portfolio, value $1,478,930.

    13F-HR 0001798736-26-000002 filed by Capital Square, 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 13,098 shares
    Change vs previous 13F -40 shares

    0.7% of the 13F portfolio, value $1,378,645.

    13F-HR 0001798736-26-000001 filed by Capital Square, 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 13,138 shares
    Change vs previous 13F -461 shares

    0.56% of the 13F portfolio, value $1,102,704.

    13F-HR 0001798736-25-000007 filed by Capital Square, 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 13,599 shares
    Change vs previous 13F +1,905 shares

    0.6% of the 13F portfolio, value $1,133,667.

    13F-HR 0001798736-25-000003 filed by Capital Square, 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 11,694 shares
    Change vs previous 13F +513 shares

    0.62% of the 13F portfolio, value $1,049,694.

    13F-HR 0001798736-25-000002 filed by Capital Square, 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 11,181 shares
    Change vs previous 13F +310 shares

    0.61% of the 13F portfolio, value $1,068,387.

    13F-HR 0001798736-25-000001 filed by Capital Square, 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 10,871 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,234,621.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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