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Neumann Capital Management, LLC: MRK position timeline

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

Neumann Capital Management, LLC held 0 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,227 shares

    13F-HR 0001754960-26-000475 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 7,227 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $869,342.

    13F-HR 0001754960-26-000229 filed by Neumann Capital Management, 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 7,227 shares
    Change vs previous 13F +442 shares

    0.22% of the 13F portfolio, value $760,720.

    13F-HR 0001754960-26-000059 filed by Neumann Capital Management, 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 6,785 shares
    Change vs previous 13F +900 shares

    0.17% of the 13F portfolio, value $569,465.

    13F-HR 0001754960-25-000678 filed by Neumann Capital Management, 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 5,885 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $465,857.

    13F-HR 0001754960-25-000413 filed by Neumann Capital Management, 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 5,885 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $528,238.

    13F-HR 0001754960-25-000201 filed by Neumann Capital Management, 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 5,885 shares
    Change vs previous 13F +1,000 shares

    0.19% of the 13F portfolio, value $585,440.

    13F-HR 0001754960-25-000048 filed by Neumann Capital Management, 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 4,885 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $554,741.

    13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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