PATRICK M SWEENEY & ASSOCIATES, INC: MRK position timeline

PATRICK M SWEENEY & ASSOCIATES, INC held 48,210 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 48,210 shares

   Change vs previous 13F +153 shares

   3.56% of the 13F portfolio, value $6,194,951.

   13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 48,057 shares

   Change vs previous 13F +2 shares

   3.71% of the 13F portfolio, value $5,780,813.

   13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 48,055 shares

   Change vs previous 13F -78 shares

   3.16% of the 13F portfolio, value $5,058,242.

   13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 48,133 shares

   Change vs previous 13F +14 shares

   2.61% of the 13F portfolio, value $4,039,775.

   13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 48,119 shares

   Change vs previous 13F +427 shares

   2.68% of the 13F portfolio, value $3,894,304.

   13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 47,692 shares

   Change vs previous 13F +2 shares

   3.2% of the 13F portfolio, value $4,280,816.

   13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 47,690 shares

   Change vs previous 13F -99 shares

   3.55% of the 13F portfolio, value $4,744,170.

   13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 47,789 shares

   Change vs previous 13F not available

   3.99% of the 13F portfolio, value $5,426,903.

   13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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