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MELFA WEALTH MANAGEMENT, INC.: DFSV position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 154,570 DFSV 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 154,570 shares
    Change vs previous 13F +18,422 shares

    3.23% of the 13F portfolio, value $5,995,762.

    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 136,148 shares
    Change vs previous 13F +17,097 shares

    2.74% of the 13F portfolio, value $4,779,685.

    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 119,051 shares
    Change vs previous 13F +3,718 shares

    2.26% of the 13F portfolio, value $3,915,599.

    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 115,333 shares
    Change vs previous 13F +8,848 shares

    2.15% of the 13F portfolio, value $3,672,214.

    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 106,485 shares
    Change vs previous 13F +4,739 shares

    1.98% of the 13F portfolio, value $3,133,863.

    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 101,746 shares
    Change vs previous 13F +4,859 shares

    1.93% of the 13F portfolio, value $2,864,142.

    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 96,887 shares
    Change vs previous 13F +18,874 shares

    1.99% of the 13F portfolio, value $2,982,187.

    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 78,013 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,402,788.

    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).