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MELFA WEALTH MANAGEMENT, INC.: PMO position timeline

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

MELFA WEALTH MANAGEMENT, INC. held 459,506 PMO 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 459,506 shares
    Change vs previous 13F -12,897 shares

    2.61% of the 13F portfolio, value $4,843,192.

    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 472,403 shares
    Change vs previous 13F 0 shares

    2.79% of the 13F portfolio, value $4,865,753.

    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 472,403 shares
    Change vs previous 13F -8,041 shares

    2.91% of the 13F portfolio, value $5,054,714.

    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 480,444 shares
    Change vs previous 13F 0 shares

    2.91% of the 13F portfolio, value $4,962,983.

    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 480,444 shares
    Change vs previous 13F -350 shares

    3% of the 13F portfolio, value $4,751,588.

    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 480,794 shares
    Change vs previous 13F -56 shares

    3.31% of the 13F portfolio, value $4,899,292.

    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 480,850 shares
    Change vs previous 13F 0 shares

    3.26% of the 13F portfolio, value $4,871,010.

    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 480,850 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $5,241,265.

    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).