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Disclosery

Forum Financial Management, LP: MRK position timeline

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

Forum Financial Management, LP held 10,899 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,899 shares
    Change vs previous 13F +406 shares

    0.02% of the 13F portfolio, value $1,400,556.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 10,493 shares
    Change vs previous 13F -17,865 shares

    0.02% of the 13F portfolio, value $1,262,261.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 28,358 shares
    Change vs previous 13F +5,656 shares

    0.04% of the 13F portfolio, value $2,984,998.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 22,702 shares
    Change vs previous 13F +304 shares

    0.03% of the 13F portfolio, value $1,905,366.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 22,398 shares
    Change vs previous 13F -4,413 shares

    0.03% of the 13F portfolio, value $1,773,017.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 26,811 shares
    Change vs previous 13F -5,394 shares

    0.04% of the 13F portfolio, value $2,406,549.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 32,205 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,203,731.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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