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MELFA WEALTH MANAGEMENT, INC.: JLS position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 18,744 JLS 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 18,744 shares
    Change vs previous 13F +73 shares

    0.18% of the 13F portfolio, value $327,603.

    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 18,671 shares
    Change vs previous 13F +47 shares

    0.19% of the 13F portfolio, value $338,499.

    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 18,624 shares
    Change vs previous 13F +91 shares

    0.2% of the 13F portfolio, value $338,768.

    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 18,533 shares
    Change vs previous 13F +66 shares

    0.2% of the 13F portfolio, value $346,933.

    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 18,467 shares
    Change vs previous 13F +65 shares

    0.22% of the 13F portfolio, value $346,077.

    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 18,402 shares
    Change vs previous 13F +42 shares

    0.23% of the 13F portfolio, value $345,400.

    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 18,360 shares
    Change vs previous 13F +2,500 shares

    0.22% of the 13F portfolio, value $330,478.

    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 15,860 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $292,298.

    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).