Skip to content
Disclosery

MELFA WEALTH MANAGEMENT, INC.: DFUV position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 59,749 DFUV 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 59,749 shares
    Change vs previous 13F -2,590 shares

    1.77% of the 13F portfolio, value $3,286,800.

    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 62,339 shares
    Change vs previous 13F -596 shares

    1.73% of the 13F portfolio, value $3,020,963.

    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 62,935 shares
    Change vs previous 13F +32 shares

    1.69% of the 13F portfolio, value $2,932,161.

    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 62,903 shares
    Change vs previous 13F -165 shares

    1.65% of the 13F portfolio, value $2,811,148.

    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 63,068 shares
    Change vs previous 13F -594 shares

    1.69% of the 13F portfolio, value $2,666,511.

    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 63,662 shares
    Change vs previous 13F -258 shares

    1.77% of the 13F portfolio, value $2,623,497.

    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 63,920 shares
    Change vs previous 13F -10 shares

    1.75% of the 13F portfolio, value $2,615,617.

    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 63,930 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,665,254.

    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).