Heritage Family Offices, LLP: MRK position timeline

Heritage Family Offices, LLP held 2,167 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,167 shares

   Change vs previous 13F -960 shares

   0.11% of the 13F portfolio, value $278,540.

   13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,127 shares

   Change vs previous 13F +3,127 shares

   0.17% of the 13F portfolio, value $376,197.

   13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -12,575 shares

   13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 12,575 shares

   Change vs previous 13F -465 shares

   0.62% of the 13F portfolio, value $1,250,945.

   13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 13,040 shares

   Change vs previous 13F not available

   0.76% of the 13F portfolio, value $1,480,875.

   13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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