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Merkkuri Wealth Advisors LLC: IVV position timeline

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

Merkkuri Wealth Advisors LLC held 1,554 IVV 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 1,554 shares
    Change vs previous 13F -38 shares

    0.72% of the 13F portfolio, value $1,163,745.

    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 1,592 shares
    Change vs previous 13F -30 shares

    0.69% of the 13F portfolio, value $1,039,785.

    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 1,622 shares
    Change vs previous 13F -97 shares

    0.76% of the 13F portfolio, value $1,110,886.

    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 1,719 shares
    Change vs previous 13F -1,123 shares

    0.83% of the 13F portfolio, value $1,150,291.

    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 2,842 shares
    Change vs previous 13F -3,012 shares

    1.34% of the 13F portfolio, value $1,764,798.

    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 5,854 shares
    Change vs previous 13F -507 shares

    2.82% of the 13F portfolio, value $3,289,423.

    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 6,361 shares
    Change vs previous 13F -772 shares

    2.96% of the 13F portfolio, value $3,744,703.

    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 7,133 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $4,114,593.

    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).