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Summit Trail Advisors, LLC: MRK position timeline

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

Summit Trail Advisors, LLC held 84,812 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,812 shares
    Change vs previous 13F +1,669 shares

    0.14% of the 13F portfolio, value $10,898,344.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 83,143 shares
    Change vs previous 13F +11,021 shares

    0.14% of the 13F portfolio, value $10,001,267.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 72,122 shares
    Change vs previous 13F -10,000 shares

    0.13% of the 13F portfolio, value $7,649,334.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 82,122 shares
    Change vs previous 13F +15,685 shares

    0.1% of the 13F portfolio, value $6,957,185.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 66,437 shares
    Change vs previous 13F +5,602 shares

    0.09% of the 13F portfolio, value $5,315,144.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 60,835 shares
    Change vs previous 13F +4,813 shares

    0.18% of the 13F portfolio, value $5,507,683.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 56,022 shares
    Change vs previous 13F +21,148 shares

    0.21% of the 13F portfolio, value $5,617,006.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 34,874 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,986,392.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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