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Disclosery

Summit Financial, LLC: MRK position timeline

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

Summit Financial, LLC held 153,789 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,789 shares
    Change vs previous 13F +5,356 shares

    0.22% of the 13F portfolio, value $19,892,272.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 148,433 shares
    Change vs previous 13F +10,688 shares

    0.23% of the 13F portfolio, value $17,978,583.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 137,745 shares
    Change vs previous 13F +17,528 shares

    0.21% of the 13F portfolio, value $14,615,136.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 120,217 shares
    Change vs previous 13F +1,688 shares

    0.15% of the 13F portfolio, value $10,089,854.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 118,529 shares
    Change vs previous 13F +18,356 shares

    0.21% of the 13F portfolio, value $9,478,195.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 100,173 shares
    Change vs previous 13F -1,926 shares

    0.25% of the 13F portfolio, value $8,991,542.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 102,099 shares
    Change vs previous 13F +25,997 shares

    0.36% of the 13F portfolio, value $10,229,167.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 76,102 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,698,439.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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