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Melone Private Wealth, LLC: DTD position timeline

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

Melone Private Wealth, LLC held 83,013 DTD 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 83,013 shares
    Change vs previous 13F -847 shares

    2.95% of the 13F portfolio, value $7,740,659.

    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 83,860 shares
    Change vs previous 13F +3,656 shares

    2.96% of the 13F portfolio, value $7,242,153.

    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 80,204 shares
    Change vs previous 13F -62,437 shares

    2.89% of the 13F portfolio, value $6,807,721.

    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 142,641 shares
    Change vs previous 13F +17,670 shares

    5.43% of the 13F portfolio, value $11,981,883.

    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 124,971 shares
    Change vs previous 13F +2,525 shares

    5.05% of the 13F portfolio, value $9,873,965.

    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 122,446 shares
    Change vs previous 13F +1,889 shares

    4.93% of the 13F portfolio, value $9,422,239.

    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 120,557 shares
    Change vs previous 13F +2,632 shares

    4.74% of the 13F portfolio, value $9,145,733.

    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 117,925 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $9,042,322.

    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).