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Disclosery

Shepherd Financial Partners LLC: MRK position timeline

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

Shepherd Financial Partners LLC held 32,703 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 32,703 shares
    Change vs previous 13F -203 shares

    0.35% of the 13F portfolio, value $4,202,360.

    13F-HR 0001696628-26-000004 filed by Shepherd Financial Partners 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 32,906 shares
    Change vs previous 13F -288 shares

    0.38% of the 13F portfolio, value $3,958,260.

    13F-HR 0001696628-26-000002 filed by Shepherd Financial Partners 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 33,194 shares
    Change vs previous 13F +635 shares

    0.32% of the 13F portfolio, value $3,493,973.

    13F-HR 0001696628-26-000001 filed by Shepherd Financial Partners 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 32,559 shares
    Change vs previous 13F -1,077 shares

    0.26% of the 13F portfolio, value $2,732,690.

    13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 33,636 shares
    Change vs previous 13F -2,309 shares

    0.28% of the 13F portfolio, value $2,662,589.

    13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 35,945 shares
    Change vs previous 13F -4,461 shares

    0.38% of the 13F portfolio, value $3,226,393.

    13F-HR 0001085146-25-002194 filed by Shepherd Financial Partners LLC
    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 40,406 shares
    Change vs previous 13F -578 shares

    0.48% of the 13F portfolio, value $4,019,582.

    13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,984 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,654,140.

    13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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