Costello Asset Management, INC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on MRK, newest first. How the timeline and the estimate are built.
Costello Asset Management, INC held 13,648 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 13,648 sharesChange vs previous 13F -960 shares
0.53% of the 13F portfolio, value $1,753,774.
13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,608 sharesChange vs previous 13F -831 shares
0.61% of the 13F portfolio, value $1,757,139.
13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,439 sharesChange vs previous 13F -1,294 shares
0.54% of the 13F portfolio, value $1,625,109.
13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,733 sharesChange vs previous 13F -27,414 shares
0.47% of the 13F portfolio, value $1,404,417.
13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,147 sharesChange vs previous 13F -2,215 shares
1.31% of the 13F portfolio, value $3,494,679.
13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 46,362 sharesChange vs previous 13F +1,765 shares
1.69% of the 13F portfolio, value $4,161,446.
13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 44,597 sharesChange vs previous 13F +7,325 shares
2.93% of the 13F portfolio, value $4,436,474.
13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,272 sharesChange vs previous 13F not available
2.83% of the 13F portfolio, value $4,232,568.
13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).