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Disclosery

Lipe & Dalton: MRK position timeline

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

Lipe & Dalton held 9,883 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,883 shares
    Change vs previous 13F -145 shares

    0.59% of the 13F portfolio, value $1,270,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    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 10,028 shares
    Change vs previous 13F +5 shares

    0.63% of the 13F portfolio, value $1,206,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    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 10,023 shares
    Change vs previous 13F -346 shares

    0.52% of the 13F portfolio, value $1,055,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    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 10,369 shares
    Change vs previous 13F -297 shares

    0.43% of the 13F portfolio, value $870,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    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 10,666 shares
    Change vs previous 13F -196 shares

    0.46% of the 13F portfolio, value $844,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    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 10,862 shares
    Change vs previous 13F -697 shares

    0.55% of the 13F portfolio, value $975,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    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 11,559 shares
    Change vs previous 13F -348 shares

    0.61% of the 13F portfolio, value $1,150,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    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 11,907 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,352,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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