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Merkkuri Wealth Advisors LLC: FBND position timeline

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

Merkkuri Wealth Advisors LLC held 148,873 FBND 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 148,873 shares
    Change vs previous 13F -20,935 shares

    4.2% of the 13F portfolio, value $6,772,231.

    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 169,808 shares
    Change vs previous 13F -3,696 shares

    5.13% of the 13F portfolio, value $7,746,629.

    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 173,504 shares
    Change vs previous 13F +54,203 shares

    5.44% of the 13F portfolio, value $7,988,125.

    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 119,301 shares
    Change vs previous 13F +9,050 shares

    4% of the 13F portfolio, value $5,516,501.

    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 110,251 shares
    Change vs previous 13F +4,855 shares

    3.83% of the 13F portfolio, value $5,044,001.

    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 105,396 shares
    Change vs previous 13F -9,292 shares

    4.12% of the 13F portfolio, value $4,811,314.

    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 114,688 shares
    Change vs previous 13F +10,384 shares

    4.07% of the 13F portfolio, value $5,146,056.

    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 104,304 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $4,875,208.

    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).