Skip to content
Disclosery

Jacobsen Capital Management: MRK position timeline

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

Jacobsen Capital Management held 4,798 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 4,798 shares
    Change vs previous 13F +40 shares

    0.18% of the 13F portfolio, value $616,543.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 4,758 shares
    Change vs previous 13F +47 shares

    0.19% of the 13F portfolio, value $572,340.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    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 4,711 shares
    Change vs previous 13F -178 shares

    0.16% of the 13F portfolio, value $495,880.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    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 4,889 shares
    Change vs previous 13F +804 shares

    0.14% of the 13F portfolio, value $410,334.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    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 4,085 shares
    Change vs previous 13F +956 shares

    0.12% of the 13F portfolio, value $323,369.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    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 3,129 shares
    Change vs previous 13F -465 shares

    0.12% of the 13F portfolio, value $280,859.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    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 3,594 shares
    Change vs previous 13F +233 shares

    0.15% of the 13F portfolio, value $357,531.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    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 3,361 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $381,675.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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