Skip to content
Disclosery

MELFA WEALTH MANAGEMENT, INC.: KTF position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 120,569 KTF 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 120,569 shares
    Change vs previous 13F -8,631 shares

    0.6% of the 13F portfolio, value $1,109,238.

    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 129,200 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,175,724.

    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 129,200 shares
    Change vs previous 13F -5,369 shares

    0.68% of the 13F portfolio, value $1,174,432.

    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 134,569 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,234,001.

    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 134,569 shares
    Change vs previous 13F -5,500 shares

    0.75% of the 13F portfolio, value $1,189,593.

    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 140,069 shares
    Change vs previous 13F -8,000 shares

    0.89% of the 13F portfolio, value $1,313,851.

    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 148,069 shares
    Change vs previous 13F -13,000 shares

    0.94% of the 13F portfolio, value $1,399,256.

    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 161,069 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,605,862.

    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).