Skip to content
Disclosery

Melone Private Wealth, LLC: IUSG position timeline

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

Melone Private Wealth, LLC held 3,838 IUSG 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 3,838 shares
    Change vs previous 13F -92 shares

    0.27% of the 13F portfolio, value $721,811.

    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 3,930 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $609,571.

    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 3,928 shares
    Change vs previous 13F +95 shares

    0.28% of the 13F portfolio, value $659,748.

    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 3,833 shares
    Change vs previous 13F -714 shares

    0.29% of the 13F portfolio, value $630,662.

    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 4,547 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $680,142.

    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 4,547 shares
    Change vs previous 13F -79 shares

    0.3% of the 13F portfolio, value $577,775.

    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 4,626 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $644,687.

    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 4,626 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $610,240.

    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).