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Disclosery

Monte Financial Group, LLC: MRK position timeline

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

Monte Financial Group, LLC held 51,508 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,508 shares
    Change vs previous 13F +754 shares

    2.15% of the 13F portfolio, value $6,706,299.

    13F-HR 0001951757-26-001172 filed by Monte Financial Group, 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 50,754 shares
    Change vs previous 13F -106 shares

    2.17% of the 13F portfolio, value $6,105,164.

    13F-HR 0001951757-26-000859 filed by Monte Financial Group, 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 50,860 shares
    Change vs previous 13F -519 shares

    2% of the 13F portfolio, value $5,353,507.

    13F-HR 0001951757-26-000274 filed by Monte Financial Group, 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 51,379 shares
    Change vs previous 13F +2,289 shares

    1.59% of the 13F portfolio, value $4,312,224.

    13F-HR 0001951757-25-001228 filed by Monte Financial Group, 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 49,090 shares
    Change vs previous 13F -14,033 shares

    1.51% of the 13F portfolio, value $3,885,941.

    13F-HR 0001951757-25-000942 filed by Monte Financial Group, 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 63,123 shares
    Change vs previous 13F +8,505 shares

    2.16% of the 13F portfolio, value $4,923,571.

    13F-HR 0001951757-25-000401 filed by Monte Financial Group, 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 54,618 shares
    Change vs previous 13F +6,592 shares

    2.33% of the 13F portfolio, value $5,433,444.

    13F-HR 0000950123-25-000412 filed by Monte Financial Group, 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 48,026 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,453,806.

    13F-HR 0000950123-24-009827 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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