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
- period ended2026-06-3013F 65,459 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 69,544 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 67,208 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,670 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,000 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).