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Live Oak Investment Partners: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Investment Partners on MRK, newest first. How the timeline and the estimate are built.

Live Oak Investment Partners held 13,763 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,763 shares
    Change vs previous 13F +126 shares

    0.95% of the 13F portfolio, value $1,768,546.

    13F-HR 0001822262-26-000004 filed by Live Oak Investment Partners
    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 13,637 shares
    Change vs previous 13F -12,795 shares

    0.97% of the 13F portfolio, value $1,640,395.

    13F-HR 0001822262-26-000003 filed by Live Oak Investment Partners
    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 26,432 shares
    Change vs previous 13F +1,465 shares

    1.71% of the 13F portfolio, value $2,782,232.

    13F-HR 0001822262-26-000002 filed by Live Oak Investment Partners
    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/A 24,967 shares
    Change vs previous 13F +1,018 shares

    1.39% of the 13F portfolio, value $2,095,480.

    13F-HR/A 0001822262-25-000008 filed by Live Oak Investment Partners
    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 23,949 shares
    Change vs previous 13F +16,202 shares

    1.46% of the 13F portfolio, value $1,895,803.

    13F-HR 0001822262-25-000003 filed by Live Oak Investment Partners
    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 7,747 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $695,371.

    13F-HR 0001822262-25-000002 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

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