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Disclosery

Key Financial Inc: MRK position timeline

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

Key Financial Inc held 22,676 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,676 shares
    Change vs previous 13F -2,536 shares

    0.48% of the 13F portfolio, value $2,913,923.

    13F-HR 0001420506-26-001284 filed by Key Financial Inc
    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 25,212 shares
    Change vs previous 13F +43 shares

    0.54% of the 13F portfolio, value $3,032,805.

    13F-HR 0001420506-26-000728 filed by Key Financial Inc
    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 25,169 shares
    Change vs previous 13F -58 shares

    0.48% of the 13F portfolio, value $2,649,335.

    13F-HR 0001420506-26-000230 filed by Key Financial Inc
    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 25,227 shares
    Change vs previous 13F +791 shares

    0.42% of the 13F portfolio, value $2,273,749.

    13F-HR 0001420506-25-003018 filed by Key Financial Inc
    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 24,436 shares
    Change vs previous 13F -402 shares

    0.39% of the 13F portfolio, value $1,934,389.

    13F-HR 0001420506-25-001702 filed by Key Financial Inc
    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 24,838 shares
    Change vs previous 13F +40 shares

    0.49% of the 13F portfolio, value $2,229,500.

    13F-HR 0001420506-25-000850 filed by Key Financial Inc
    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 24,798 shares
    Change vs previous 13F -879 shares

    0.56% of the 13F portfolio, value $2,466,950.

    13F-HR 0001420506-25-000102 filed by Key Financial Inc
    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 25,677 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,915,932.

    13F-HR 0001420506-24-002182 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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