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Melone Private Wealth, LLC: DHS position timeline

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

Melone Private Wealth, LLC held 10,509 DHS 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 10,509 shares
    Change vs previous 13F -256 shares

    0.46% of the 13F portfolio, value $1,194,750.

    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 10,765 shares
    Change vs previous 13F -80 shares

    0.48% of the 13F portfolio, value $1,175,778.

    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 10,845 shares
    Change vs previous 13F -93 shares

    0.47% of the 13F portfolio, value $1,104,278.

    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 10,938 shares
    Change vs previous 13F +357 shares

    0.5% of the 13F portfolio, value $1,102,053.

    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 10,581 shares
    Change vs previous 13F +20 shares

    0.52% of the 13F portfolio, value $1,012,537.

    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 10,561 shares
    Change vs previous 13F +12 shares

    0.55% of the 13F portfolio, value $1,047,276.

    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 10,549 shares
    Change vs previous 13F -30 shares

    0.51% of the 13F portfolio, value $984,819.

    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 10,579 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $992,336.

    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).