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Disclosery

XML Financial, LLC: MRK position timeline

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

XML Financial, LLC held 59,108 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,108 shares
    Change vs previous 13F -2,052 shares

    0.55% of the 13F portfolio, value $7,595,457.

    13F-HR 0001725547-26-000254 filed by XML 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 61,160 shares
    Change vs previous 13F -1,821 shares

    0.59% of the 13F portfolio, value $7,356,972.

    13F-HR 0001725547-26-000139 filed by XML 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 62,981 shares
    Change vs previous 13F -7,034 shares

    0.54% of the 13F portfolio, value $6,629,351.

    13F-HR 0001725547-26-000074 filed by XML 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 70,015 shares
    Change vs previous 13F -2,291 shares

    0.48% of the 13F portfolio, value $5,876,372.

    13F-HR 0001725547-25-004125 filed by XML 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 72,306 shares
    Change vs previous 13F +4,216 shares

    0.5% of the 13F portfolio, value $5,723,773.

    13F-HR 0001725547-25-003469 filed by XML 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 68,090 shares
    Change vs previous 13F +10 shares

    0.57% of the 13F portfolio, value $6,111,756.

    13F-HR 0001725547-25-001441 filed by XML 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 68,080 shares
    Change vs previous 13F +5,506 shares

    0.62% of the 13F portfolio, value $6,772,581.

    13F-HR 0001725547-25-000138 filed by XML 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 62,574 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $7,105,870.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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