Skip to content
Disclosery

Patriot Financial Group Insurance Agency, LLC: MRK position timeline

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

Patriot Financial Group Insurance Agency, LLC held 11,328 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,328 shares
    Change vs previous 13F +1,049 shares

    0.16% of the 13F portfolio, value $1,646,086.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,279 shares
    Change vs previous 13F -11,053 shares

    0.14% of the 13F portfolio, value $1,319,899.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,332 shares
    Change vs previous 13F +11,399 shares

    0.14% of the 13F portfolio, value $2,566,056.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,933 shares
    Change vs previous 13F -26 shares

    0.12% of the 13F portfolio, value $1,045,581.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,959 shares
    Change vs previous 13F -4,744 shares

    0.11% of the 13F portfolio, value $835,891.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,703 shares
    Change vs previous 13F +728 shares

    0.13% of the 13F portfolio, value $1,163,916.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,975 shares
    Change vs previous 13F -339 shares

    0.17% of the 13F portfolio, value $1,254,376.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,314 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,423,945.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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