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Catherine Avery Investment Management LLC: MRK position timeline

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

Catherine Avery Investment Management LLC held 21,231 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,231 shares
    Change vs previous 13F -32,365 shares

    2.66% of the 13F portfolio, value $3,085,012.

    13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,596 shares
    Change vs previous 13F -86 shares

    3.01% of the 13F portfolio, value $6,887,109.

    13F-HR 0001420506-26-001305 filed by Catherine Avery Investment Management LLC
    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 53,682 shares
    Change vs previous 13F +8,550 shares

    2.89% of the 13F portfolio, value $6,457,427.

    13F-HR 0001420506-26-001105 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,132 shares
    Change vs previous 13F -4,430 shares

    2.85% of the 13F portfolio, value $4,750,610.

    13F-HR 0001420506-26-000019 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,562 shares
    Change vs previous 13F +7,396 shares

    2.68% of the 13F portfolio, value $4,159,749.

    13F-HR 0001420506-26-000017 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,166 shares
    Change vs previous 13F +6,319 shares

    2.54% of the 13F portfolio, value $3,337,869.

    13F-HR 0001420506-26-000015 filed by Catherine Avery Investment Management LLC
    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 35,847 shares
    Change vs previous 13F +6,613 shares

    2.88% of the 13F portfolio, value $3,217,634.

    13F-HR 0001420506-26-000013 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 29,234 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $2,908,205.

    13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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