Skip to content
Disclosery

Pathstone Holdings, LLC: MRK position timeline

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

Pathstone Holdings, LLC held 599,421 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 599,421 shares
    Change vs previous 13F +118,786 shares

    0.22% of the 13F portfolio, value $77,140,169.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 480,635 shares
    Change vs previous 13F +11,055 shares

    0.23% of the 13F portfolio, value $57,840,081.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 469,580 shares
    Change vs previous 13F +3,988 shares

    0.19% of the 13F portfolio, value $49,456,326.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 465,592 shares
    Change vs previous 13F +2,966 shares

    0.15% of the 13F portfolio, value $39,102,055.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 462,626 shares
    Change vs previous 13F -26,709 shares

    0.14% of the 13F portfolio, value $36,565,541.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 489,335 shares
    Change vs previous 13F -30,924 shares

    0.19% of the 13F portfolio, value $43,941,476.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 520,259 shares
    Change vs previous 13F -8,066 shares

    0.23% of the 13F portfolio, value $51,782,563.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 528,325 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $60,030,763.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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