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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

  1. period ended2026-06-30
    13F 13,648 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 14,608 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 15,439 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 16,733 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 44,147 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 46,362 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 44,597 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 37,272 shares
    Change 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), ingested

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