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Melone Private Wealth, LLC: IHDG position timeline

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

Melone Private Wealth, LLC held 205,264 IHDG 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 205,264 shares
    Change vs previous 13F +304 shares

    4.1% of the 13F portfolio, value $10,751,720.

    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 204,960 shares
    Change vs previous 13F -2,042 shares

    4.03% of the 13F portfolio, value $9,868,809.

    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 207,002 shares
    Change vs previous 13F -138,052 shares

    4.27% of the 13F portfolio, value $10,072,716.

    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 345,054 shares
    Change vs previous 13F +40,285 shares

    7.2% of the 13F portfolio, value $15,900,106.

    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 304,769 shares
    Change vs previous 13F +9,779 shares

    7.05% of the 13F portfolio, value $13,769,483.

    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 294,990 shares
    Change vs previous 13F +3,628 shares

    6.7% of the 13F portfolio, value $12,802,580.

    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 291,362 shares
    Change vs previous 13F -12,298 shares

    6.56% of the 13F portfolio, value $12,665,492.

    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 303,660 shares
    Change vs previous 13F not available

    7.37% of the 13F portfolio, value $13,877,255.

    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).