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Disclosery

Ellis Investment Partners, LLC: MRK position timeline

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

Ellis Investment Partners, LLC held 24,852 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,852 shares
    Change vs previous 13F -250 shares

    0.48% of the 13F portfolio, value $3,193,518.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 25,102 shares
    Change vs previous 13F -2,670 shares

    0.52% of the 13F portfolio, value $3,019,554.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 27,772 shares
    Change vs previous 13F -1,399 shares

    0.51% of the 13F portfolio, value $2,923,299.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 29,171 shares
    Change vs previous 13F +740 shares

    0.44% of the 13F portfolio, value $2,448,339.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 28,431 shares
    Change vs previous 13F +173 shares

    0.44% of the 13F portfolio, value $2,250,606.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 28,258 shares
    Change vs previous 13F +1,959 shares

    0.52% of the 13F portfolio, value $2,536,421.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 26,299 shares
    Change vs previous 13F +792 shares

    0.52% of the 13F portfolio, value $2,616,176.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 25,507 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,896,558.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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