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Merkkuri Wealth Advisors LLC: DYNF position timeline

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

Merkkuri Wealth Advisors LLC held 44,521 DYNF 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 44,521 shares
    Change vs previous 13F +2,310 shares

    1.88% of the 13F portfolio, value $3,027,891.

    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 42,211 shares
    Change vs previous 13F -8,404 shares

    1.63% of the 13F portfolio, value $2,455,832.

    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 50,615 shares
    Change vs previous 13F -2,930 shares

    2.09% of the 13F portfolio, value $3,077,916.

    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 53,545 shares
    Change vs previous 13F +9,444 shares

    2.3% of the 13F portfolio, value $3,169,869.

    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 44,101 shares
    Change vs previous 13F +7,052 shares

    1.82% of the 13F portfolio, value $2,401,725.

    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 37,049 shares
    Change vs previous 13F +2,358 shares

    1.55% of the 13F portfolio, value $1,806,512.

    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 34,691 shares
    Change vs previous 13F +3,684 shares

    1.41% of the 13F portfolio, value $1,777,911.

    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 31,007 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,533,956.

    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).