Skip to content
Disclosery

Melone Private Wealth, LLC: DES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Melone Private Wealth, LLC on DES, newest first. How the timeline and the estimate are built.

Melone Private Wealth, LLC held 173,362 DES shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,362 shares
    Change vs previous 13F +1,195 shares

    2.69% of the 13F portfolio, value $7,052,378.

    13F-HR 0001951757-26-000977 filed by Melone Private Wealth, LLC
    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 172,167 shares
    Change vs previous 13F +12,457 shares

    2.53% of the 13F portfolio, value $6,187,678.

    13F-HR 0001951757-26-000538 filed by Melone Private Wealth, LLC
    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 159,710 shares
    Change vs previous 13F +1,003 shares

    2.27% of the 13F portfolio, value $5,342,315.

    13F-HR 0001951757-26-000016 filed by Melone Private Wealth, LLC
    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 158,707 shares
    Change vs previous 13F +17,130 shares

    2.42% of the 13F portfolio, value $5,345,235.

    13F-HR 0001951757-25-001170 filed by Melone Private Wealth, LLC
    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 141,577 shares
    Change vs previous 13F +43 shares

    2.31% of the 13F portfolio, value $4,506,387.

    13F-HR 0001951757-25-000588 filed by Melone Private Wealth, LLC
    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 141,534 shares
    Change vs previous 13F +390 shares

    2.37% of the 13F portfolio, value $4,523,432.

    13F-HR 0001951757-25-000317 filed by Melone Private Wealth, LLC
    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 141,144 shares
    Change vs previous 13F +2,924 shares

    2.51% of the 13F portfolio, value $4,848,290.

    13F-HR 0001951757-25-000019 filed by Melone Private Wealth, LLC
    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 138,220 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $4,767,213.

    13F-HR 0001951757-24-000984 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).