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Merkkuri Wealth Advisors LLC: IUSB position timeline

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

Merkkuri Wealth Advisors LLC held 54,166 IUSB 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 54,166 shares
    Change vs previous 13F +21,479 shares

    1.55% of the 13F portfolio, value $2,499,741.

    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 32,687 shares
    Change vs previous 13F +10 shares

    1% of the 13F portfolio, value $1,509,818.

    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 32,677 shares
    Change vs previous 13F +7,421 shares

    1.03% of the 13F portfolio, value $1,520,794.

    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 25,256 shares
    Change vs previous 13F -9,386 shares

    0.86% of the 13F portfolio, value $1,179,700.

    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 34,642 shares
    Change vs previous 13F -8,333 shares

    1.22% of the 13F portfolio, value $1,601,497.

    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 42,975 shares
    Change vs previous 13F +511 shares

    1.7% of the 13F portfolio, value $1,980,279.

    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 42,464 shares
    Change vs previous 13F -8,596 shares

    1.52% of the 13F portfolio, value $1,919,391.

    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 51,060 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,405,985.

    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).