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Disclosery

PDS Planning, Inc: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on MRK, newest first. How the timeline and the estimate are built.

PDS Planning, Inc held 17,830 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,830 shares
    Change vs previous 13F +253 shares

    0.13% of the 13F portfolio, value $2,291,188.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 17,577 shares
    Change vs previous 13F +758 shares

    0.14% of the 13F portfolio, value $2,114,377.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 16,819 shares
    Change vs previous 13F +900 shares

    0.12% of the 13F portfolio, value $1,770,336.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 15,919 shares
    Change vs previous 13F +326 shares

    0.09% of the 13F portfolio, value $1,336,113.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 15,593 shares
    Change vs previous 13F -1,174 shares

    0.09% of the 13F portfolio, value $1,234,323.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 16,767 shares
    Change vs previous 13F +892 shares

    0.13% of the 13F portfolio, value $1,504,970.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 15,875 shares
    Change vs previous 13F +2,357 shares

    0.14% of the 13F portfolio, value $1,579,238.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 13,518 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,535,086.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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