Skip to content
Disclosery

Merkkuri Wealth Advisors LLC: IEFA position timeline

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

Merkkuri Wealth Advisors LLC held 56,333 IEFA 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 56,333 shares
    Change vs previous 13F +5,985 shares

    3.38% of the 13F portfolio, value $5,440,626.

    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 50,348 shares
    Change vs previous 13F +15 shares

    3.02% of the 13F portfolio, value $4,557,980.

    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 50,333 shares
    Change vs previous 13F -1,378 shares

    3.06% of the 13F portfolio, value $4,502,761.

    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 51,711 shares
    Change vs previous 13F +2,048 shares

    3.28% of the 13F portfolio, value $4,514,854.

    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 49,663 shares
    Change vs previous 13F +8,724 shares

    3.15% of the 13F portfolio, value $4,145,901.

    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 40,939 shares
    Change vs previous 13F -15,828 shares

    2.65% of the 13F portfolio, value $3,097,014.

    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 56,767 shares
    Change vs previous 13F -22,263 shares

    3.16% of the 13F portfolio, value $3,989,603.

    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 79,030 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $6,168,366.

    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).