Skip to content
Disclosery

Summit Financial Strategies, Inc.: MRK position timeline

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

Summit Financial Strategies, Inc. held 5,071 MRK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,071 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $736,890.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,052 shares
    Change vs previous 13F -1,005 shares

    0.05% of the 13F portfolio, value $649,203.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    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 6,057 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $728,616.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    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 6,074 shares
    Change vs previous 13F +377 shares

    0.05% of the 13F portfolio, value $639,366.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    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 5,697 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $478,190.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    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 5,773 shares
    Change vs previous 13F +132 shares

    0.04% of the 13F portfolio, value $457,029.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    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 5,641 shares
    Change vs previous 13F +241 shares

    0.05% of the 13F portfolio, value $506,380.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    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 5,400 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $537,194.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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