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Merkkuri Wealth Advisors LLC: NFTY position timeline

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

Merkkuri Wealth Advisors LLC held 43,224 NFTY 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 43,224 shares
    Change vs previous 13F +7,833 shares

    1.44% of the 13F portfolio, value $2,325,236.

    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 35,391 shares
    Change vs previous 13F +896 shares

    1.21% of the 13F portfolio, value $1,822,513.

    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 34,495 shares
    Change vs previous 13F +421 shares

    1.37% of the 13F portfolio, value $2,011,807.

    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 34,074 shares
    Change vs previous 13F +1,640 shares

    1.41% of the 13F portfolio, value $1,939,529.

    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 32,434 shares
    Change vs previous 13F -593 shares

    1.48% of the 13F portfolio, value $1,945,070.

    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 33,027 shares
    Change vs previous 13F -1,397 shares

    1.58% of the 13F portfolio, value $1,841,591.

    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 34,424 shares
    Change vs previous 13F +3,038 shares

    1.52% of the 13F portfolio, value $1,927,386.

    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 31,386 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,035,101.

    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).