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Melone Private Wealth, LLC: NAD position timeline

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

Melone Private Wealth, LLC held 569,497 NAD 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 569,497 shares
    Change vs previous 13F +166,960 shares

    2.63% of the 13F portfolio, value $6,902,307.

    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 402,537 shares
    Change vs previous 13F +112,954 shares

    1.89% of the 13F portfolio, value $4,629,170.

    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 289,583 shares
    Change vs previous 13F +53,652 shares

    1.48% of the 13F portfolio, value $3,480,789.

    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 235,931 shares
    Change vs previous 13F +59,251 shares

    1.25% of the 13F portfolio, value $2,758,035.

    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 176,680 shares
    Change vs previous 13F +52,898 shares

    1.02% of the 13F portfolio, value $1,987,654.

    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 123,782 shares
    Change vs previous 13F +12,578 shares

    0.75% of the 13F portfolio, value $1,425,963.

    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 111,204 shares
    Change vs previous 13F +13,249 shares

    0.67% of the 13F portfolio, value $1,296,635.

    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 97,955 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,212,678.

    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).