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Disclosery

Joule Financial, LLC: MRK position timeline

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

Joule Financial, LLC held 4,322 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,322 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $555,377.

    13F-HR 0001172661-26-002634 filed by Joule Financial, 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 4,316 shares
    Change vs previous 13F -11 shares

    0.15% of the 13F portfolio, value $519,172.

    13F-HR 0001172661-26-001484 filed by Joule Financial, 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 4,327 shares
    Change vs previous 13F +150 shares

    0.14% of the 13F portfolio, value $459,136.

    13F-HR 0001172661-26-000225 filed by Joule Financial, 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 4,177 shares
    Change vs previous 13F -173 shares

    0.11% of the 13F portfolio, value $350,576.

    13F-HR 0001172661-25-004552 filed by Joule Financial, 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 4,350 shares
    Change vs previous 13F +684 shares

    0.11% of the 13F portfolio, value $344,346.

    13F-HR 0001172661-25-002679 filed by Joule Financial, 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 3,666 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $329,060.

    13F-HR 0001172661-25-001487 filed by Joule Financial, 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 3,696 shares
    Change vs previous 13F -118 shares

    0.13% of the 13F portfolio, value $367,678.

    13F-HR 0001172661-25-000201 filed by Joule Financial, 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 3,814 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $433,118.

    13F-HR 0001172661-24-004300 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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