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Crestwood Advisors Group, LLC: MRK position timeline

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

Crestwood Advisors Group, LLC held 114,219 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,219 shares
    Change vs previous 13F -993 shares

    0.22% of the 13F portfolio, value $14,677,161.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, 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 115,212 shares
    Change vs previous 13F +11,283 shares

    0.23% of the 13F portfolio, value $13,858,851.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, 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 103,929 shares
    Change vs previous 13F -1,844 shares

    0.18% of the 13F portfolio, value $10,939,534.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
    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 105,773 shares
    Change vs previous 13F -4,673 shares

    0.15% of the 13F portfolio, value $8,877,528.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
    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 110,446 shares
    Change vs previous 13F +695 shares

    0.16% of the 13F portfolio, value $8,742,915.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
    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 109,751 shares
    Change vs previous 13F -7,120 shares

    0.19% of the 13F portfolio, value $9,851,261.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
    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 116,871 shares
    Change vs previous 13F -5,896 shares

    0.22% of the 13F portfolio, value $11,626,375.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
    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 122,767 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $13,941,460.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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