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Merkkuri Wealth Advisors LLC: SHLD position timeline

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

Merkkuri Wealth Advisors LLC held 16,205 SHLD 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 16,205 shares
    Change vs previous 13F +4,764 shares

    0.6% of the 13F portfolio, value $967,614.

    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 11,441 shares
    Change vs previous 13F +3,919 shares

    0.54% of the 13F portfolio, value $810,450.

    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 7,522 shares
    Change vs previous 13F -728 shares

    0.33% of the 13F portfolio, value $487,350.

    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 8,250 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $579,480.

    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).