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Disclosery

Cassia Capital Partners, LLC: MRK position timeline

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

Cassia Capital Partners, LLC held 14,837 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,837 shares
    Change vs previous 13F -194 shares

    0.92% of the 13F portfolio, value $1,906,585.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 15,031 shares
    Change vs previous 13F +843 shares

    0.93% of the 13F portfolio, value $1,808,038.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 14,188 shares
    Change vs previous 13F -622 shares

    0.81% of the 13F portfolio, value $1,493,452.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 14,810 shares
    Change vs previous 13F +1,748 shares

    0.68% of the 13F portfolio, value $1,242,977.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 13,062 shares
    Change vs previous 13F +527 shares

    0.62% of the 13F portfolio, value $1,034,011.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 12,535 shares
    Change vs previous 13F +1,340 shares

    0.7% of the 13F portfolio, value $1,125,158.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 11,195 shares
    Change vs previous 13F +3,632 shares

    0.71% of the 13F portfolio, value $1,113,679.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 7,563 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $858,854.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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