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
- period ended2026-06-3013F 81,298 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 68,805 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 66,838 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 63,568 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 58,766 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).