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Coe Capital Management, LLC: MRK position timeline

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

Coe Capital Management, LLC held 22,087 MRK shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 22,087 shares
    Change vs previous 13F +412 shares

    1.62% of the 13F portfolio, value $1,718,000.

    13F-HR 0001505896-21-000005 filed by Coe 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 ended2021-03-31
    13F 21,675 shares
    Change vs previous 13F -372 shares

    1.68% of the 13F portfolio, value $1,671,000.

    13F-HR 0001505896-21-000004 filed by Coe 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 ended2020-12-31
    13F 22,047 shares
    Change vs previous 13F -576 shares

    1.97% of the 13F portfolio, value $1,803,000.

    13F-HR 0001505896-21-000001 filed by Coe 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 ended2020-09-30
    13F 22,623 shares
    Change vs previous 13F +2,273 shares

    2.52% of the 13F portfolio, value $1,877,000.

    13F-HR 0001505896-20-000004 filed by Coe 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 ended2020-06-30
    13F 20,350 shares
    Change vs previous 13F +1,286 shares

    2.34% of the 13F portfolio, value $1,574,000.

    13F-HR 0001505896-20-000003 filed by Coe 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 ended2020-03-31
    13F 19,064 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $1,467,000.

    13F-HR 0001505896-20-000002 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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