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Compound Planning, Inc.: MRK position timeline

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

Compound Planning, Inc. held 101,296 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,296 shares
    Change vs previous 13F +7,734 shares

    0.34% of the 13F portfolio, value $13,016,616.

    13F-HR 0001978879-26-000005 filed by Compound 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 93,562 shares
    Change vs previous 13F +30,627 shares

    0.35% of the 13F portfolio, value $11,254,605.

    13F-HR 0001978879-26-000003 filed by Compound 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 62,935 shares
    Change vs previous 13F +23,752 shares

    0.2% of the 13F portfolio, value $6,624,591.

    13F-HR 0001172661-26-001315 filed by Compound 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 39,183 shares
    Change vs previous 13F +6,069 shares

    0.11% of the 13F portfolio, value $3,288,644.

    13F-HR 0001172661-25-004675 filed by Compound 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 33,114 shares
    Change vs previous 13F -2,132 shares

    0.1% of the 13F portfolio, value $2,621,355.

    13F-HR 0001172661-25-003416 filed by Compound 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 35,246 shares
    Change vs previous 13F +729 shares

    0.14% of the 13F portfolio, value $3,163,715.

    13F-HR 0001172661-25-001834 filed by Compound 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 34,517 shares
    Change vs previous 13F +3,499 shares

    0.17% of the 13F portfolio, value $3,433,710.

    13F-HR 0001214659-25-000858 filed by Compound 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 31,018 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,522,364.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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