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Disclosery

Live Oak Private Wealth LLC: MRK position timeline

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

Live Oak Private Wealth LLC held 77,794 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,794 shares
    Change vs previous 13F -1,544 shares

    1.25% of the 13F portfolio, value $9,996,553.

    13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth 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 79,338 shares
    Change vs previous 13F -591 shares

    1.33% of the 13F portfolio, value $9,543,596.

    13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth 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 79,929 shares
    Change vs previous 13F +1,094 shares

    1.15% of the 13F portfolio, value $8,413,377.

    13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth 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 78,835 shares
    Change vs previous 13F +2,565 shares

    0.92% of the 13F portfolio, value $6,616,642.

    13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth 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 76,270 shares
    Change vs previous 13F +2,642 shares

    0.9% of the 13F portfolio, value $6,037,514.

    13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth 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 73,628 shares
    Change vs previous 13F +3,934 shares

    1.07% of the 13F portfolio, value $6,608,894.

    13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth 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 69,694 shares
    Change vs previous 13F -265 shares

    1.17% of the 13F portfolio, value $6,933,203.

    13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth 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 69,959 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $7,944,550.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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