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MONTAG A & ASSOCIATES INC: MRK position timeline

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

MONTAG A & ASSOCIATES INC held 136,408 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,408 shares
    Change vs previous 13F -1,382 shares

    0.75% of the 13F portfolio, value $17,639,773.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES 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 137,790 shares
    Change vs previous 13F -3,916 shares

    0.78% of the 13F portfolio, value $16,686,940.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES 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 141,706 shares
    Change vs previous 13F -1,974 shares

    0.69% of the 13F portfolio, value $15,031,459.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES 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 143,680 shares
    Change vs previous 13F -6,323 shares

    0.56% of the 13F portfolio, value $12,171,041.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES 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 150,003 shares
    Change vs previous 13F -10,310 shares

    0.58% of the 13F portfolio, value $11,991,390.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES 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 160,313 shares
    Change vs previous 13F -4,387 shares

    0.73% of the 13F portfolio, value $14,515,224.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES 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 164,700 shares
    Change vs previous 13F -13,914 shares

    0.78% of the 13F portfolio, value $16,514,117.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES 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 178,614 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $20,417,101.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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