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Merkkuri Wealth Advisors LLC: BAI position timeline

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

Merkkuri Wealth Advisors LLC held 65,459 BAI 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 65,459 shares
    Change vs previous 13F -4,085 shares

    2.14% of the 13F portfolio, value $3,450,988.

    13F-HR 0002040317-26-000003 filed by Merkkuri Wealth 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 69,544 shares
    Change vs previous 13F +2,336 shares

    1.52% of the 13F portfolio, value $2,291,472.

    13F-HR 0002040317-26-000002 filed by Merkkuri Wealth 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 67,208 shares
    Change vs previous 13F +31,538 shares

    1.52% of the 13F portfolio, value $2,238,023.

    13F-HR 0002040317-26-000001 filed by Merkkuri Wealth 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 35,670 shares
    Change vs previous 13F +19,670 shares

    0.88% of the 13F portfolio, value $1,218,499.

    13F-HR 0002040317-25-000006 filed by Merkkuri Wealth 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 16,000 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $461,605.

    13F-HR 0001944877-25-000012 filed by Merkkuri Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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