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Disclosery

Heritage Trust Co: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on MRK, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 84,905 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,905 shares
    Change vs previous 13F +3,445 shares

    0.95% of the 13F portfolio, value $10,910,373.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    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 81,460 shares
    Change vs previous 13F +6,125 shares

    0.98% of the 13F portfolio, value $9,798,842.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    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 75,335 shares
    Change vs previous 13F +2,590 shares

    0.81% of the 13F portfolio, value $7,929,773.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    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 72,745 shares
    Change vs previous 13F +1,669 shares

    0.65% of the 13F portfolio, value $6,105,500.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    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 71,076 shares
    Change vs previous 13F -1,120 shares

    0.65% of the 13F portfolio, value $5,626,381.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    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 72,196 shares
    Change vs previous 13F -139 shares

    0.79% of the 13F portfolio, value $6,480,315.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    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 72,335 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,195,886.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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