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Disclosery

LRI Investments, LLC: MRK position timeline

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

LRI Investments, LLC held 15,221 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 15,221 shares
    Change vs previous 13F +578 shares

    0.16% of the 13F portfolio, value $1,955,862.

    13F-HR 0002023325-26-000003 filed by LRI Investments, 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 14,643 shares
    Change vs previous 13F +1,401 shares

    0.16% of the 13F portfolio, value $1,761,419.

    13F-HR 0002023325-26-000002 filed by LRI Investments, 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 13,242 shares
    Change vs previous 13F -509 shares

    0.11% of the 13F portfolio, value $1,393,853.

    13F-HR 0002023325-26-000001 filed by LRI Investments, 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 13,751 shares
    Change vs previous 13F +1,043 shares

    0.09% of the 13F portfolio, value $1,154,121.

    13F-HR 0002023325-25-000006 filed by LRI Investments, 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 12,708 shares
    Change vs previous 13F +87 shares

    0.09% of the 13F portfolio, value $1,005,965.

    13F-HR 0002023325-25-000003 filed by LRI Investments, 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 12,621 shares
    Change vs previous 13F -1,524 shares

    0.11% of the 13F portfolio, value $1,132,861.

    13F-HR 0002023325-25-000002 filed by LRI Investments, 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 14,145 shares
    Change vs previous 13F +1,109 shares

    0.14% of the 13F portfolio, value $1,407,145.

    13F-HR 0002056315-25-000004 filed by LRI Investments, 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 13,036 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,282,221.

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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