Skip to content
Disclosery

Occidental Asset Management, LLC: MRK position timeline

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

Occidental Asset Management, LLC held 56,777 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 56,777 shares
    Change vs previous 13F +11,002 shares

    0.72% of the 13F portfolio, value $7,295,837.

    13F-HR 0001214659-26-009760 filed by Occidental Asset Management, 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 45,775 shares
    Change vs previous 13F -6,954 shares

    0.65% of the 13F portfolio, value $5,506,329.

    13F-HR 0001214659-26-004706 filed by Occidental Asset 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 52,729 shares
    Change vs previous 13F +2,817 shares

    0.67% of the 13F portfolio, value $5,550,241.

    13F-HR 0001214659-26-000248 filed by Occidental Asset 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 49,912 shares
    Change vs previous 13F +1,473 shares

    0.53% of the 13F portfolio, value $4,189,114.

    13F-HR 0001214659-25-015461 filed by Occidental Asset 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 48,439 shares
    Change vs previous 13F +33,785 shares

    0.53% of the 13F portfolio, value $3,834,431.

    13F-HR 0001214659-25-010386 filed by Occidental Asset 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 14,654 shares
    Change vs previous 13F +497 shares

    0.2% of the 13F portfolio, value $1,315,379.

    13F-HR 0001214659-25-007758 filed by Occidental Asset 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 14,157 shares
    Change vs previous 13F +1,237 shares

    0.22% of the 13F portfolio, value $1,408,362.

    13F-HR 0001214659-25-000577 filed by Occidental Asset 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 12,920 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,467,222.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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