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Disclosery

Melone Private Wealth, LLC: DIA position timeline

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

Melone Private Wealth, LLC held 8,098 DIA 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 8,098 shares
    Change vs previous 13F -1,867 shares

    1.61% of the 13F portfolio, value $4,230,387.

    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 9,965 shares
    Change vs previous 13F -1,237 shares

    1.89% of the 13F portfolio, value $4,615,636.

    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 11,202 shares
    Change vs previous 13F -19,996 shares

    2.28% of the 13F portfolio, value $5,383,246.

    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 31,198 shares
    Change vs previous 13F +2,840 shares

    6.55% of the 13F portfolio, value $14,467,989.

    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 28,358 shares
    Change vs previous 13F +697 shares

    6.36% of the 13F portfolio, value $12,420,965.

    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 27,661 shares
    Change vs previous 13F +369 shares

    6.08% of the 13F portfolio, value $11,614,223.

    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 27,292 shares
    Change vs previous 13F -6,514 shares

    6.02% of the 13F portfolio, value $11,612,957.

    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 33,806 shares
    Change vs previous 13F not available

    7.6% of the 13F portfolio, value $14,304,176.

    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).