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MELFA WEALTH MANAGEMENT, INC.: DFIV position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 18,801 DFIV 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 18,801 shares
    Change vs previous 13F +332 shares

    0.55% of the 13F portfolio, value $1,015,643.

    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 18,469 shares
    Change vs previous 13F +966 shares

    0.56% of the 13F portfolio, value $974,818.

    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 17,503 shares
    Change vs previous 13F +629 shares

    0.5% of the 13F portfolio, value $873,385.

    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 16,874 shares
    Change vs previous 13F +334 shares

    0.46% of the 13F portfolio, value $778,244.

    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 16,540 shares
    Change vs previous 13F -1,209 shares

    0.45% of the 13F portfolio, value $708,408.

    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 17,749 shares
    Change vs previous 13F +1,145 shares

    0.47% of the 13F portfolio, value $698,618.

    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 16,604 shares
    Change vs previous 13F +424 shares

    0.39% of the 13F portfolio, value $589,120.

    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 16,180 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $616,118.

    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).