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Merkkuri Wealth Advisors LLC: XTEN position timeline

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

Merkkuri Wealth Advisors LLC held 20,587 XTEN 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 20,587 shares
    Change vs previous 13F -11,898 shares

    0.58% of the 13F portfolio, value $938,361.

    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 32,485 shares
    Change vs previous 13F +2,013 shares

    0.99% of the 13F portfolio, value $1,489,757.

    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 30,472 shares
    Change vs previous 13F +4,486 shares

    0.96% of the 13F portfolio, value $1,408,401.

    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 25,986 shares
    Change vs previous 13F +1,514 shares

    0.88% of the 13F portfolio, value $1,211,736.

    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 24,472 shares
    Change vs previous 13F +15,926 shares

    0.86% of the 13F portfolio, value $1,129,617.

    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 8,546 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $397,998.

    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).