Fiduciary Group, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on MRK, newest first. How the timeline and the estimate are built.
Fiduciary Group, LLC held 24,429 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 24,429 sharesChange vs previous 13F +385 shares
0.25% of the 13F portfolio, value $3,139,181.
13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 24,044 sharesChange vs previous 13F +4,326 shares
0.25% of the 13F portfolio, value $2,892,253.
13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 19,718 sharesChange vs previous 13F -1,303 shares
0.17% of the 13F portfolio, value $2,075,517.
13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 21,021 sharesChange vs previous 13F -344 shares
0.15% of the 13F portfolio, value $1,764,293.
13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 21,365 sharesChange vs previous 13F -256 shares
0.16% of the 13F portfolio, value $1,691,253.
13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 21,621 sharesChange vs previous 13F -162 shares
0.19% of the 13F portfolio, value $1,940,701.
13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 21,783 sharesChange vs previous 13F -806 shares
0.22% of the 13F portfolio, value $2,166,973.
13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 22,589 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $2,565,207.
13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).