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Merkkuri Wealth Advisors LLC: FDL position timeline

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

Merkkuri Wealth Advisors LLC held 10,095 FDL 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 10,095 shares
    Change vs previous 13F -163 shares

    0.3% of the 13F portfolio, value $491,217.

    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 10,258 shares
    Change vs previous 13F -80 shares

    0.34% of the 13F portfolio, value $521,120.

    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 10,338 shares
    Change vs previous 13F +124 shares

    0.31% of the 13F portfolio, value $458,384.

    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 10,214 shares
    Change vs previous 13F -1,218 shares

    0.32% of the 13F portfolio, value $443,380.

    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 11,432 shares
    Change vs previous 13F -684 shares

    0.36% of the 13F portfolio, value $478,654.

    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 12,116 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $526,326.

    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 12,116 shares
    Change vs previous 13F -2,385 shares

    0.39% of the 13F portfolio, value $487,785.

    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 14,501 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $608,329.

    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).