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Concurrent Investment Advisors, LLC: MRK position timeline

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

Concurrent Investment Advisors, LLC held 280,871 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 280,871 shares
    Change vs previous 13F +26,733 shares

    0.31% of the 13F portfolio, value $36,091,860.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment 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 254,138 shares
    Change vs previous 13F +20,658 shares

    0.33% of the 13F portfolio, value $30,570,326.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment 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 233,480 shares
    Change vs previous 13F +137,690 shares

    0.28% of the 13F portfolio, value $24,576,012.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment 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 95,790 shares
    Change vs previous 13F +3,232 shares

    0.14% of the 13F portfolio, value $8,039,637.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment 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 92,558 shares
    Change vs previous 13F +1,028 shares

    0.14% of the 13F portfolio, value $7,326,927.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment 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 91,530 shares
    Change vs previous 13F -3,953 shares

    0.2% of the 13F portfolio, value $8,215,772.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment 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 95,483 shares
    Change vs previous 13F -21,807 shares

    0.26% of the 13F portfolio, value $9,498,630.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment 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 117,290 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $13,319,486.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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