MELFA WEALTH MANAGEMENT, INC.: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MELFA WEALTH MANAGEMENT, INC. on C, newest first. How the timeline and the estimate are built.
MELFA WEALTH MANAGEMENT, INC. held 16,434 C shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 16,434 sharesChange vs previous 13F -4 shares
1.24% of the 13F portfolio, value $2,300,103.
13F-HR 0001951757-26-001038 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,438 sharesChange vs previous 13F +4 shares
1.07% of the 13F portfolio, value $1,864,234.
13F-HR 0001951757-26-000574 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,434 sharesChange vs previous 13F -32 shares
1.11% of the 13F portfolio, value $1,917,683.
13F-HR 0001951757-26-000195 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,466 sharesChange vs previous 13F 0 shares
0.98% of the 13F portfolio, value $1,671,299.
13F-HR 0001951757-25-001204 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,466 sharesChange vs previous 13F 0 shares
0.89% of the 13F portfolio, value $1,401,586.
13F-HR 0001951757-25-000882 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,466 sharesChange vs previous 13F -29 shares
0.79% of the 13F portfolio, value $1,168,921.
13F-HR 0001951757-25-000490 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,495 sharesChange vs previous 13F 0 shares
0.78% of the 13F portfolio, value $1,161,051.
13F-HR 0001951757-25-000064 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,495 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $1,032,559.
13F-HR 0001951757-24-001047 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).