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Merkkuri Wealth Advisors LLC: IYH position timeline

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

Merkkuri Wealth Advisors LLC held 23,126 IYH 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 23,126 shares
    Change vs previous 13F +4,816 shares

    0.96% of the 13F portfolio, value $1,549,678.

    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 18,310 shares
    Change vs previous 13F +347 shares

    0.75% of the 13F portfolio, value $1,128,625.

    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 17,963 shares
    Change vs previous 13F -13,982 shares

    0.8% of the 13F portfolio, value $1,169,414.

    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 31,945 shares
    Change vs previous 13F +2,925 shares

    1.36% of the 13F portfolio, value $1,875,827.

    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 29,020 shares
    Change vs previous 13F +3,707 shares

    1.24% of the 13F portfolio, value $1,639,065.

    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 25,313 shares
    Change vs previous 13F -2,509 shares

    1.32% of the 13F portfolio, value $1,541,297.

    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 27,822 shares
    Change vs previous 13F -401 shares

    1.28% of the 13F portfolio, value $1,621,163.

    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 28,223 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,834,507.

    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).