Skip to content
Disclosery

Melone Private Wealth, LLC: DFNL position timeline

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

Melone Private Wealth, LLC held 11,225 DFNL 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 11,225 shares
    Change vs previous 13F -300 shares

    0.21% of the 13F portfolio, value $554,134.

    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 11,525 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $516,792.

    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 11,525 shares
    Change vs previous 13F +1,075 shares

    0.24% of the 13F portfolio, value $557,015.

    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 10,450 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $472,549.

    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 10,450 shares
    Change vs previous 13F -230 shares

    0.23% of the 13F portfolio, value $446,214.

    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 10,680 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $419,510.

    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).