Values Added Financial LLC: MRK position timeline

Values Added Financial LLC held 3,925 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,925 shares

   Change vs previous 13F +323 shares

   0.18% of the 13F portfolio, value $504,363.

   13F-HR 0001973921-26-000004 filed by Values Added Financial LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,602 shares

   Change vs previous 13F +146 shares

   0.18% of the 13F portfolio, value $433,285.

   13F-HR 0001973921-26-000002 filed by Values Added Financial LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,456 shares

   Change vs previous 13F +79 shares

   0.15% of the 13F portfolio, value $363,779.

   13F-HR 0001973921-26-000001 filed by Values Added Financial LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,377 shares

   Change vs previous 13F +243 shares

   0.13% of the 13F portfolio, value $283,432.

   13F-HR 0001973921-25-000002 filed by Values Added Financial LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,134 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $248,087.

   13F-HR 0001085146-25-004067 filed by Values Added Financial LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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