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Disclosery

Clearstead Trust, LLC: MRK position timeline

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

Clearstead Trust, LLC held 19,379 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,379 shares
    Change vs previous 13F -74 shares

    0.33% of the 13F portfolio, value $2,490,231.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 19,453 shares
    Change vs previous 13F +220 shares

    0.38% of the 13F portfolio, value $2,340,002.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 19,233 shares
    Change vs previous 13F -249 shares

    0.32% of the 13F portfolio, value $2,024,444.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 19,482 shares
    Change vs previous 13F -2,237 shares

    0.28% of the 13F portfolio, value $1,635,087.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 21,719 shares
    Change vs previous 13F -1,694 shares

    0.33% of the 13F portfolio, value $1,719,298.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 23,413 shares
    Change vs previous 13F -4,204 shares

    0.47% of the 13F portfolio, value $2,101,551.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 27,617 shares
    Change vs previous 13F +94 shares

    0.59% of the 13F portfolio, value $2,747,372.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 27,523 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,125,474.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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