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Merkkuri Wealth Advisors LLC: MCH position timeline

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

Merkkuri Wealth Advisors LLC held 83,616 MCH 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 83,616 shares
    Change vs previous 13F +12,327 shares

    1.5% of the 13F portfolio, value $2,412,820.

    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 71,289 shares
    Change vs previous 13F +900 shares

    1.24% of the 13F portfolio, value $1,876,669.

    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 70,389 shares
    Change vs previous 13F -8,791 shares

    1.35% of the 13F portfolio, value $1,985,405.

    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 79,180 shares
    Change vs previous 13F +1,666 shares

    1.74% of the 13F portfolio, value $2,397,491.

    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 77,514 shares
    Change vs previous 13F +6,685 shares

    1.44% of the 13F portfolio, value $1,898,922.

    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 70,829 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,724,417.

    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).