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Disclosery

Stonegate Investment Group, LLC: MRK position timeline

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

Stonegate Investment Group, LLC held 30,287 MRK shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 30,287 shares
    Change vs previous 13F -336 shares

    0.06% of the 13F portfolio, value $2,542,001.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 30,623 shares
    Change vs previous 13F -247 shares

    0.06% of the 13F portfolio, value $2,424,102.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 30,870 shares
    Change vs previous 13F +3,216 shares

    0.07% of the 13F portfolio, value $2,770,925.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 27,654 shares
    Change vs previous 13F +1,008 shares

    0.07% of the 13F portfolio, value $2,751,064.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 26,646 shares
    Change vs previous 13F +74 shares

    0.08% of the 13F portfolio, value $3,025,905.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 26,572 shares
    Change vs previous 13F +1,657 shares

    0.1% of the 13F portfolio, value $3,289,629.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 24,915 shares
    Change vs previous 13F +79 shares

    0.1% of the 13F portfolio, value $3,287,564.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 24,836 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,707,583.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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