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Merkkuri Wealth Advisors LLC: JSI position timeline

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

Merkkuri Wealth Advisors LLC held 6,590 JSI 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 6,590 shares
    Change vs previous 13F -69,037 shares

    0.21% of the 13F portfolio, value $337,494.

    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 75,627 shares
    Change vs previous 13F -1,985 shares

    2.58% of the 13F portfolio, value $3,898,596.

    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 77,612 shares
    Change vs previous 13F +25,722 shares

    2.75% of the 13F portfolio, value $4,040,457.

    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 51,890 shares
    Change vs previous 13F +4,870 shares

    1.97% of the 13F portfolio, value $2,712,297.

    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 47,020 shares
    Change vs previous 13F +2,403 shares

    1.88% of the 13F portfolio, value $2,474,178.

    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 44,617 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $2,335,726.

    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).