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MELFA WEALTH MANAGEMENT, INC.: DSU position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 43,429 DSU 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 43,429 shares
    Change vs previous 13F -373 shares

    0.23% of the 13F portfolio, value $421,258.

    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 43,802 shares
    Change vs previous 13F -341 shares

    0.24% of the 13F portfolio, value $420,059.

    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 44,143 shares
    Change vs previous 13F +3,234 shares

    0.26% of the 13F portfolio, value $449,380.

    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 40,909 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $434,456.

    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 40,909 shares
    Change vs previous 13F -8,618 shares

    0.27% of the 13F portfolio, value $432,001.

    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 49,527 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $517,060.

    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 49,527 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $532,908.

    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 49,527 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $546,281.

    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).