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MELFA WEALTH MANAGEMENT, INC.: LQD position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 17,923 LQD 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 17,923 shares
    Change vs previous 13F +1,025 shares

    1.05% of the 13F portfolio, value $1,954,854.

    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 16,898 shares
    Change vs previous 13F +1,763 shares

    1.06% of the 13F portfolio, value $1,841,713.

    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 15,135 shares
    Change vs previous 13F +337 shares

    0.96% of the 13F portfolio, value $1,667,671.

    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 14,798 shares
    Change vs previous 13F +562 shares

    0.97% of the 13F portfolio, value $1,649,479.

    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 14,236 shares
    Change vs previous 13F +309 shares

    0.99% of the 13F portfolio, value $1,560,407.

    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 13,927 shares
    Change vs previous 13F +4,014 shares

    1.02% of the 13F portfolio, value $1,513,688.

    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 9,913 shares
    Change vs previous 13F +3,344 shares

    0.71% of the 13F portfolio, value $1,059,121.

    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 6,569 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $742,219.

    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).