Skip to content
Disclosery

MELFA WEALTH MANAGEMENT, INC.: DFAI position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 73,956 DFAI 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 73,956 shares
    Change vs previous 13F +5,601 shares

    1.64% of the 13F portfolio, value $3,050,682.

    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 68,355 shares
    Change vs previous 13F +9,725 shares

    1.53% of the 13F portfolio, value $2,663,123.

    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 58,630 shares
    Change vs previous 13F +1,950 shares

    1.29% of the 13F portfolio, value $2,234,401.

    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 56,680 shares
    Change vs previous 13F +1,624 shares

    1.21% of the 13F portfolio, value $2,060,329.

    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 55,056 shares
    Change vs previous 13F +9,982 shares

    1.2% of the 13F portfolio, value $1,903,301.

    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 45,074 shares
    Change vs previous 13F -125 shares

    0.95% of the 13F portfolio, value $1,407,665.

    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 45,199 shares
    Change vs previous 13F +1,421 shares

    0.88% of the 13F portfolio, value $1,319,814.

    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 43,778 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,391,265.

    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).