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Legacy Capital Group California, Inc.: MRK position timeline

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

Legacy Capital Group California, Inc. held 19,689 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 19,689 shares
    Change vs previous 13F +9,005 shares

    0.76% of the 13F portfolio, value $2,530,037.

    13F-HR 0001765380-26-000239 filed by Legacy Capital Group California, 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 10,684 shares
    Change vs previous 13F -17,121 shares

    0.49% of the 13F portfolio, value $1,285,178.

    13F-HR 0001765380-26-000145 filed by Legacy Capital Group California, 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 27,805 shares
    Change vs previous 13F +4,997 shares

    0.71% of the 13F portfolio, value $2,926,754.

    13F-HR 0001765380-26-000054 filed by Legacy Capital Group California, 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 22,808 shares
    Change vs previous 13F +4 shares

    0.49% of the 13F portfolio, value $1,914,275.

    13F-HR 0001765380-25-000482 filed by Legacy Capital Group California, 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 22,804 shares
    Change vs previous 13F -8,954 shares

    0.5% of the 13F portfolio, value $1,805,165.

    13F-HR 0001765380-25-000250 filed by Legacy Capital Group California, 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 31,758 shares
    Change vs previous 13F +1,486 shares

    0.99% of the 13F portfolio, value $2,850,598.

    13F-HR 0001765380-25-000208 filed by Legacy Capital Group California, 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 30,272 shares
    Change vs previous 13F +8,734 shares

    0.92% of the 13F portfolio, value $3,011,459.

    13F-HR 0001765380-25-000028 filed by Legacy Capital Group California, 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 21,538 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,445,855.

    13F-HR 0001765380-24-000397 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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