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Charter Oak Capital Management, LLC: MRK position timeline

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

Charter Oak Capital Management, LLC held 9,826 MRK shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 9,826 shares
    Change vs previous 13F -1,356 shares

    0.09% of the 13F portfolio, value $1,181,925.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, 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 11,182 shares
    Change vs previous 13F -97 shares

    0.09% of the 13F portfolio, value $1,177,007.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital 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 ended2025-09-30
    13F 11,279 shares
    Change vs previous 13F -2,461 shares

    0.07% of the 13F portfolio, value $946,654.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital 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 ended2025-06-30
    13F 13,740 shares
    Change vs previous 13F -182 shares

    0.09% of the 13F portfolio, value $1,087,636.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital 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 ended2025-03-31
    13F 13,922 shares
    Change vs previous 13F +327 shares

    0.11% of the 13F portfolio, value $1,249,601.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital 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 ended2024-12-31
    13F 13,595 shares
    Change vs previous 13F +1,991 shares

    0.13% of the 13F portfolio, value $1,352,430.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital 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 ended2024-09-30
    13F 11,604 shares
    Change vs previous 13F +390 shares

    0.12% of the 13F portfolio, value $1,317,779.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital 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 ended2024-06-30
    13F 11,214 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,388,280.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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