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Schechter Investment Advisors, LLC: MRK position timeline

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

Schechter Investment Advisors, LLC held 291,300 MRK shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 291,300 shares
    Change vs previous 13F -852 shares

    2.15% of the 13F portfolio, value $26,147,086.

    13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 292,152 shares
    Change vs previous 13F -2,159 shares

    2.23% of the 13F portfolio, value $29,063,328.

    13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 294,311 shares
    Change vs previous 13F -983 shares

    2.46% of the 13F portfolio, value $33,421,995.

    13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 295,294 shares
    Change vs previous 13F +253 shares

    2.75% of the 13F portfolio, value $36,557,432.

    13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 295,041 shares
    Change vs previous 13F -61 shares

    2.91% of the 13F portfolio, value $38,930,676.

    13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 295,102 shares
    Change vs previous 13F -1,095 shares

    2.79% of the 13F portfolio, value $32,172,029.

    13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 296,197 shares
    Change vs previous 13F -674 shares

    2.95% of the 13F portfolio, value $30,493,461.

    13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 296,871 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $34,255,864.

    13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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