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Successful Portfolios LLC: MRK position timeline

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

Successful Portfolios LLC held 5,204 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,204 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $729,393.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,204 shares
    Change vs previous 13F -1 shares

    0.3% of the 13F portfolio, value $648,219.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 5,205 shares
    Change vs previous 13F -1,394 shares

    0.34% of the 13F portfolio, value $615,548.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios 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 6,599 shares
    Change vs previous 13F -1 shares

    0.37% of the 13F portfolio, value $729,380.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios 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 6,600 shares
    Change vs previous 13F -155 shares

    0.32% of the 13F portfolio, value $553,932.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios 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 6,755 shares
    Change vs previous 13F -50 shares

    0.33% of the 13F portfolio, value $534,726.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios 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 6,805 shares
    Change vs previous 13F -6 shares

    0.42% of the 13F portfolio, value $610,817.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios 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 6,811 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $677,558.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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