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MELFA WEALTH MANAGEMENT, INC.: MYI position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 385,248 MYI 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 385,248 shares
    Change vs previous 13F -33,982 shares

    2.31% of the 13F portfolio, value $4,280,108.

    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 419,230 shares
    Change vs previous 13F +182,880 shares

    2.53% of the 13F portfolio, value $4,406,105.

    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 236,350 shares
    Change vs previous 13F -4,491 shares

    1.48% of the 13F portfolio, value $2,569,125.

    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 240,841 shares
    Change vs previous 13F +14 shares

    1.56% of the 13F portfolio, value $2,668,521.

    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 240,827 shares
    Change vs previous 13F +13 shares

    1.6% of the 13F portfolio, value $2,526,279.

    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 240,814 shares
    Change vs previous 13F +8 shares

    1.79% of the 13F portfolio, value $2,646,546.

    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 240,806 shares
    Change vs previous 13F +16 shares

    1.78% of the 13F portfolio, value $2,658,495.

    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 240,790 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,889,475.

    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).