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Disclosery

Center for Financial Planning, Inc.: MRK position timeline

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

Center for Financial Planning, Inc. held 11,433 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,433 shares
    Change vs previous 13F -44 shares

    0.14% of the 13F portfolio, value $1,469,141.

    13F-HR 0001803557-26-000004 filed by Center for Financial Planning, Inc.
    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 11,477 shares
    Change vs previous 13F -633 shares

    0.14% of the 13F portfolio, value $1,380,569.

    13F-HR 0001803557-26-000003 filed by Center for Financial Planning, Inc.
    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 12,110 shares
    Change vs previous 13F +98 shares

    0.13% of the 13F portfolio, value $1,274,699.

    13F-HR 0001803557-26-000001 filed by Center for Financial Planning, Inc.
    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 12,012 shares
    Change vs previous 13F +343 shares

    0.11% of the 13F portfolio, value $1,008,168.

    13F-HR 0001803557-25-000006 filed by Center for Financial Planning, Inc.
    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 11,669 shares
    Change vs previous 13F -3,779 shares

    0.11% of the 13F portfolio, value $923,719.

    13F-HR 0001803557-25-000003 filed by Center for Financial Planning, Inc.
    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 15,448 shares
    Change vs previous 13F +643 shares

    0.18% of the 13F portfolio, value $1,386,613.

    13F-HR 0001803557-25-000002 filed by Center for Financial Planning, Inc.
    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 14,805 shares
    Change vs previous 13F +125 shares

    0.2% of the 13F portfolio, value $1,472,802.

    13F-HR 0001803557-25-000001 filed by Center for Financial Planning, Inc.
    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 14,680 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,667,061.

    13F-HR 0001803557-24-000005 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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