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Disclosery

Cornerstone Planning, LLC: MRK position timeline

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

Cornerstone Planning, LLC held 28,026 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,026 shares
    Change vs previous 13F +254 shares

    0.83% of the 13F portfolio, value $3,601,407.

    13F-HR 0002063364-26-000234 filed by Cornerstone Planning, 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 27,772 shares
    Change vs previous 13F -1,432 shares

    0.75% of the 13F portfolio, value $3,342,280.

    13F-HR 0002063364-26-000151 filed by Cornerstone Planning, 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 29,204 shares
    Change vs previous 13F +14,406 shares

    0.72% of the 13F portfolio, value $3,084,737.

    13F-HR 0002063364-26-000084 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,798 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,472,105.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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