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Merkkuri Wealth Advisors LLC: ILDR position timeline

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

Merkkuri Wealth Advisors LLC held 81,298 ILDR 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 81,298 shares
    Change vs previous 13F +12,493 shares

    1.98% of the 13F portfolio, value $3,190,540.

    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 68,805 shares
    Change vs previous 13F +1,967 shares

    1.36% of the 13F portfolio, value $2,049,013.

    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 66,838 shares
    Change vs previous 13F +3,270 shares

    1.5% of the 13F portfolio, value $2,204,986.

    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 63,568 shares
    Change vs previous 13F +4,802 shares

    1.49% of the 13F portfolio, value $2,058,968.

    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 58,766 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,729,713.

    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).