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MELFA WEALTH MANAGEMENT, INC.: BKT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MELFA WEALTH MANAGEMENT, INC. on BKT, newest first. How the timeline and the estimate are built.

MELFA WEALTH MANAGEMENT, INC. held 370,468 BKT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,468 shares
    Change vs previous 13F +166 shares

    2.14% of the 13F portfolio, value $3,971,416.

    13F-HR 0001951757-26-001038 filed by MELFA WEALTH MANAGEMENT, INC.
    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 370,302 shares
    Change vs previous 13F +6,369 shares

    2.25% of the 13F portfolio, value $3,914,087.

    13F-HR 0001951757-26-000574 filed by MELFA WEALTH MANAGEMENT, INC.
    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 363,933 shares
    Change vs previous 13F -2,481 shares

    2.32% of the 13F portfolio, value $4,017,822.

    13F-HR 0001951757-26-000195 filed by MELFA WEALTH MANAGEMENT, INC.
    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 366,414 shares
    Change vs previous 13F -1,590 shares

    2.41% of the 13F portfolio, value $4,118,490.

    13F-HR 0001951757-25-001204 filed by MELFA WEALTH MANAGEMENT, INC.
    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 368,004 shares
    Change vs previous 13F -17,846 shares

    2.73% of the 13F portfolio, value $4,324,045.

    13F-HR 0001951757-25-000882 filed by MELFA WEALTH MANAGEMENT, INC.
    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 385,850 shares
    Change vs previous 13F +14,262 shares

    3.09% of the 13F portfolio, value $4,572,320.

    13F-HR 0001951757-25-000490 filed by MELFA WEALTH MANAGEMENT, INC.
    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 371,588 shares
    Change vs previous 13F -2,805 shares

    2.86% of the 13F portfolio, value $4,280,690.

    13F-HR 0001951757-25-000064 filed by MELFA WEALTH MANAGEMENT, INC.
    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 374,393 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $4,653,706.

    13F-HR 0001951757-24-001047 filed by MELFA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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