Merkkuri Wealth Advisors LLC: PYLD position timeline

Merkkuri Wealth Advisors LLC held 86,168 PYLD 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 86,168 shares

   Change vs previous 13F -12,619 shares

   1.42% of the 13F portfolio, value $2,285,173.

   13F-HR 0002040317-26-000003 filed by Merkkuri Wealth Advisors LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 98,787 shares

   Change vs previous 13F -2,023 shares

   1.71% of the 13F portfolio, value $2,588,207.

   13F-HR 0002040317-26-000002 filed by Merkkuri Wealth Advisors LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 100,810 shares

   Change vs previous 13F +31,834 shares

   1.83% of the 13F portfolio, value $2,689,623.

   13F-HR 0002040317-26-000001 filed by Merkkuri Wealth Advisors LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 68,976 shares

   Change vs previous 13F +6,453 shares

   1.34% of the 13F portfolio, value $1,851,325.

   13F-HR 0002040317-25-000006 filed by Merkkuri Wealth Advisors LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 62,523 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $1,659,356.

   13F-HR 0001944877-25-000012 filed by Merkkuri Wealth Advisors LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).