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Merkkuri Wealth Advisors LLC: EFV position timeline

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

Merkkuri Wealth Advisors LLC held 4,270 EFV 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 4,270 shares
    Change vs previous 13F -12,715 shares

    0.2% of the 13F portfolio, value $326,886.

    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 16,985 shares
    Change vs previous 13F -11,572 shares

    0.84% of the 13F portfolio, value $1,262,855.

    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 28,557 shares
    Change vs previous 13F -2,586 shares

    1.39% of the 13F portfolio, value $2,039,254.

    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 31,143 shares
    Change vs previous 13F -13,363 shares

    1.53% of the 13F portfolio, value $2,112,429.

    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 44,506 shares
    Change vs previous 13F +15,728 shares

    2.14% of the 13F portfolio, value $2,825,242.

    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 28,778 shares
    Change vs previous 13F -5,816 shares

    1.45% of the 13F portfolio, value $1,696,203.

    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 34,594 shares
    Change vs previous 13F +2,763 shares

    1.44% of the 13F portfolio, value $1,815,157.

    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 31,831 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,831,278.

    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).