Manager × security

Demars Financial Group, LLC MRK holdings history

Who else holds this security? →

MERCK & CO. INC. · CUSIP 58933Y105 · CIK 1723115

Some filings reported values in thousands; those figures were scaled ×1000 to dollars.
This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Demars Financial Group, LLC reported 5.75K MRK (shares), valued at $739.38K, or 0.20% of its reported non-derivative portfolio. Filed 2026-07-21.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
0.20%
Shares
5.75K
5,754
Reported value
$739.38K
USD

Shares increased 0.02%; reported value increased 6.83%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.20%5,754SEC filing ↗Filed Jul 21, 2026
Q1 20260.23%5,753SEC filing ↗Filed Apr 30, 2026
Q4 20250.20%5,713SEC filing ↗Filed Jan 22, 2026
Q3 20250.17%5,843SEC filing ↗Filed Oct 30, 2025
Q2 20250.19%6,394SEC filing ↗Filed Jul 30, 2025
Q1 20250.15%567,525SEC filing ↗Filed Apr 18, 2025
Q4 20240.17%652,231SEC filing ↗Filed Feb 13, 2025
Q3 20240.38%7,402SEC filing ↗Filed Nov 1, 2024
Q2 20240.44%7,421SEC filing ↗Filed Jul 19, 2024
Q1 20240.50%7,629SEC filing ↗Filed Apr 24, 2024
Q4 20230.76%13,002SEC filing ↗Filed Feb 1, 2024
Q3 20232.78%47,214SEC filing ↗Filed Oct 18, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20232.78%47,214$4.86MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 18, 2023
Q4 20230.76%13,002$1.42MShares decreased 72.46%; reported value decreased 70.84%, and weight changed -2.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 1, 2024
Q1 20240.50%7,629$1.01MShares decreased 41.32%; reported value decreased 28.98%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 24, 2024
Q2 20240.44%7,421$918.77KShares decreased 2.73%; reported value decreased 8.73%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 19, 2024
Q3 20240.38%7,402$840.53KShares decreased 0.26%; reported value decreased 8.52%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 1, 2024
Q4 20240.17%652,231$6.56MShares increased 8711.55%; reported value increased 679.98%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20250.15%567,525$6.32MShares decreased 12.99%; reported value decreased 3.57%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 18, 2025
Q2 20250.19%6,394$506.15KShares decreased 98.87%; reported value decreased 91.99%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 30, 2025
Q3 20250.17%5,843$490.38KShares decreased 8.62%; reported value decreased 3.12%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 30, 2025
Q4 20250.20%5,713$601.35KShares decreased 2.22%; reported value increased 22.63%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 22, 2026
Q1 20260.23%5,753$692.09KShares increased 0.70%; reported value increased 15.09%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 30, 2026
Q2 20260.20%5,754$739.38KShares increased 0.02%; reported value increased 6.83%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 21, 2026
Demars Financial Group, LLC · MERCK & CO. INC.

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1723115","quarter":"2026Q2","cusip":"58933Y105"}

get_institutional_manager_history
{"cik":"1723115","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.