Covenant Asset Management, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Covenant Asset Management, LLC on MRK, newest first. How the timeline and the estimate are built.
Covenant Asset Management, LLC held 53,920 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 53,920 sharesChange vs previous 13F -1,400 shares
1.23% of the 13F portfolio, value $6,928,720.
13F-HR 0001697717-26-000006 filed by Covenant Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,320 sharesChange vs previous 13F 0 shares
1.36% of the 13F portfolio, value $6,654,443.
13F-HR 0001697717-26-000004 filed by Covenant Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,320 sharesChange vs previous 13F -28 shares
1.12% of the 13F portfolio, value $5,822,984.
13F-HR 0001697717-26-000002 filed by Covenant Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 55,348 sharesChange vs previous 13F -584 shares
0.88% of the 13F portfolio, value $4,645,358.
13F-HR 0001697717-25-000012 filed by Covenant Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,932 sharesChange vs previous 13F -586 shares
0.91% of the 13F portfolio, value $4,427,578.
13F-HR 0001697717-25-000007 filed by Covenant Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 56,518 sharesChange vs previous 13F -1,325 shares
1.28% of the 13F portfolio, value $5,073,056.
13F-HR 0001697717-25-000005 filed by Covenant Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,843 sharesChange vs previous 13F -2,076 shares
1.28% of the 13F portfolio, value $5,754,222.
13F-HR 0001697717-25-000002 filed by Covenant Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 59,919 sharesChange vs previous 13F not available
1.51% of the 13F portfolio, value $6,804,402.
13F-HR 0001697717-24-000011 filed by Covenant Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).