Skip to content
Disclosery

MELFA WEALTH MANAGEMENT, INC.: DFAU position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 69,457 DFAU 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 69,457 shares
    Change vs previous 13F -995 shares

    1.94% of the 13F portfolio, value $3,590,255.

    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 70,452 shares
    Change vs previous 13F -666 shares

    1.83% of the 13F portfolio, value $3,178,800.

    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 71,118 shares
    Change vs previous 13F +6 shares

    1.92% of the 13F portfolio, value $3,328,335.

    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 71,112 shares
    Change vs previous 13F -663 shares

    1.91% of the 13F portfolio, value $3,254,105.

    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 71,775 shares
    Change vs previous 13F +71 shares

    1.92% of the 13F portfolio, value $3,040,381.

    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 71,704 shares
    Change vs previous 13F -1,452 shares

    1.86% of the 13F portfolio, value $2,756,288.

    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 73,156 shares
    Change vs previous 13F +89 shares

    1.98% of the 13F portfolio, value $2,962,104.

    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 73,067 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,900,031.

    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).