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Optimist Retirement Group LLC: MRK position timeline

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

Optimist Retirement Group LLC held 22,801 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,801 shares
    Change vs previous 13F -39 shares

    1.13% of the 13F portfolio, value $2,929,929.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement 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 22,840 shares
    Change vs previous 13F -5,663 shares

    1.21% of the 13F portfolio, value $2,747,424.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement 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 28,503 shares
    Change vs previous 13F -134 shares

    1.37% of the 13F portfolio, value $3,000,226.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement 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 28,637 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,403,503.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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