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Disclosery

Synergy Asset Management, LLC: MRK position timeline

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

Synergy Asset Management, LLC held 6,385 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,385 shares
    Change vs previous 13F +1,776 shares

    0.08% of the 13F portfolio, value $820,473.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, 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 4,609 shares
    Change vs previous 13F +297 shares

    0.06% of the 13F portfolio, value $554,417.

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, 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 4,312 shares
    Change vs previous 13F -81,494 shares

    0.05% of the 13F portfolio, value $453,881.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, 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 85,806 shares
    Change vs previous 13F +47,857 shares

    0.25% of the 13F portfolio, value $6,839,664.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, 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 37,949 shares
    Change vs previous 13F +3,127 shares

    0.34% of the 13F portfolio, value $3,004,043.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, 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 34,822 shares
    Change vs previous 13F -161,639 shares

    0.39% of the 13F portfolio, value $3,125,622.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 196,461 shares
    Change vs previous 13F +43,245 shares

    1.68% of the 13F portfolio, value $21,687,863.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, 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 153,216 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $17,399,257.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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