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Merkkuri Wealth Advisors LLC: DGRO position timeline

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

Merkkuri Wealth Advisors LLC held 6,122 DGRO 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 6,122 shares
    Change vs previous 13F -1,933 shares

    0.29% of the 13F portfolio, value $463,990.

    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 8,055 shares
    Change vs previous 13F -22 shares

    0.37% of the 13F portfolio, value $565,309.

    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 8,077 shares
    Change vs previous 13F -4,007 shares

    0.38% of the 13F portfolio, value $560,728.

    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 12,084 shares
    Change vs previous 13F -14,232 shares

    0.6% of the 13F portfolio, value $822,700.

    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 26,316 shares
    Change vs previous 13F -1,711 shares

    1.28% of the 13F portfolio, value $1,682,655.

    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).

  6. period ended2025-03-31
    13F 28,027 shares
    Change vs previous 13F -317 shares

    1.48% of the 13F portfolio, value $1,731,491.

    13F-HR 0002040317-25-000002 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).

  7. period ended2024-12-31
    13F 28,344 shares
    Change vs previous 13F -13 shares

    1.38% of the 13F portfolio, value $1,738,640.

    13F-HR 0002040317-25-000001 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).

  8. period ended2024-09-30
    13F 28,357 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,777,706.

    13F-HR 0002040317-24-000002 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).