MELFA WEALTH MANAGEMENT, INC.: MQY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MELFA WEALTH MANAGEMENT, INC. on MQY, newest first. How the timeline and the estimate are built.
MELFA WEALTH MANAGEMENT, INC. held 223,331 MQY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 223,331 sharesChange vs previous 13F -12,427 shares
1.4% of the 13F portfolio, value $2,590,644.
13F-HR 0001951757-26-001038 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 235,758 sharesChange vs previous 13F +43,026 shares
1.49% of the 13F portfolio, value $2,588,624.
13F-HR 0001951757-26-000574 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 192,732 sharesChange vs previous 13F -1,614 shares
1.26% of the 13F portfolio, value $2,177,868.
13F-HR 0001951757-26-000195 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 194,346 sharesChange vs previous 13F +84 shares
1.33% of the 13F portfolio, value $2,264,129.
13F-HR 0001951757-25-001204 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 194,262 sharesChange vs previous 13F +80 shares
1.36% of the 13F portfolio, value $2,158,252.
13F-HR 0001951757-25-000882 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 194,182 sharesChange vs previous 13F +50 shares
1.53% of the 13F portfolio, value $2,273,870.
13F-HR 0001951757-25-000490 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 194,132 sharesChange vs previous 13F -1,621 shares
1.5% of the 13F portfolio, value $2,236,403.
13F-HR 0001951757-25-000064 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 195,753 sharesChange vs previous 13F not available
1.69% of the 13F portfolio, value $2,566,321.
13F-HR 0001951757-24-001047 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).