Melone Private Wealth, LLC: MIY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Melone Private Wealth, LLC on MIY, newest first. How the timeline and the estimate are built.
Melone Private Wealth, LLC held 216,071 MIY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 216,071 sharesChange vs previous 13F -64,823 shares
1.01% of the 13F portfolio, value $2,651,192.
13F-HR 0001951757-26-000977 filed by Melone Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 280,894 sharesChange vs previous 13F -16,314 shares
1.36% of the 13F portfolio, value $3,337,017.
13F-HR 0001951757-26-000538 filed by Melone Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 297,208 sharesChange vs previous 13F -9,793 shares
1.48% of the 13F portfolio, value $3,489,217.
13F-HR 0001951757-26-000016 filed by Melone Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 307,001 sharesChange vs previous 13F -70,620 shares
1.57% of the 13F portfolio, value $3,462,974.
13F-HR 0001951757-25-001170 filed by Melone Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 377,621 sharesChange vs previous 13F +8,364 shares
2.11% of the 13F portfolio, value $4,131,171.
13F-HR 0001951757-25-000588 filed by Melone Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 369,257 sharesChange vs previous 13F +1,891 shares
2.2% of the 13F portfolio, value $4,202,139.
13F-HR 0001951757-25-000317 filed by Melone Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 367,366 sharesChange vs previous 13F -11,130 shares
2.13% of the 13F portfolio, value $4,107,147.
13F-HR 0001951757-25-000019 filed by Melone Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 378,496 sharesChange vs previous 13F not available
2.41% of the 13F portfolio, value $4,545,735.
13F-HR 0001951757-24-000984 filed by Melone Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).