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Disclosery

Trek Financial, LLC: MRK position timeline

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

Trek Financial, LLC held 8,583 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,583 shares
    Change vs previous 13F +1,290 shares

    0.05% of the 13F portfolio, value $1,102,895.

    13F-HR 0001104659-26-095623 filed by Trek 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 7,293 shares
    Change vs previous 13F +407 shares

    0.05% of the 13F portfolio, value $877,246.

    13F-HR 0001104659-26-059964 filed by Trek 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 6,886 shares
    Change vs previous 13F -1,129 shares

    0.04% of the 13F portfolio, value $724,792.

    13F-HR 0001104659-26-010107 filed by Trek 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 8,015 shares
    Change vs previous 13F +1,247 shares

    0.04% of the 13F portfolio, value $672,685.

    13F-HR 0001104659-25-104735 filed by Trek 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 6,768 shares
    Change vs previous 13F -11,161 shares

    0.04% of the 13F portfolio, value $535,741.

    13F-HR 0001104659-25-077438 filed by Trek 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 17,929 shares
    Change vs previous 13F +1,601 shares

    0.12% of the 13F portfolio, value $1,609,278.

    13F-HR 0001104659-25-041935 filed by Trek 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 16,328 shares
    Change vs previous 13F +8,401 shares

    0.12% of the 13F portfolio, value $1,624,309.

    13F-HR 0001104659-25-012598 filed by Trek 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 7,927 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $900,190.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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