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Melone Private Wealth, LLC: SLYV position timeline

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

Melone Private Wealth, LLC held 18,500 SLYV 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 18,500 shares
    Change vs previous 13F -39 shares

    0.77% of the 13F portfolio, value $2,018,548.

    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 18,539 shares
    Change vs previous 13F -1,770 shares

    0.72% of the 13F portfolio, value $1,753,426.

    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 20,309 shares
    Change vs previous 13F -38,486 shares

    0.78% of the 13F portfolio, value $1,847,491.

    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 58,795 shares
    Change vs previous 13F +1,985 shares

    2.36% of the 13F portfolio, value $5,212,141.

    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 56,810 shares
    Change vs previous 13F +1,927 shares

    2.33% of the 13F portfolio, value $4,551,582.

    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 54,883 shares
    Change vs previous 13F +1,062 shares

    2.25% of the 13F portfolio, value $4,302,843.

    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 53,821 shares
    Change vs previous 13F -11,715 shares

    2.43% of the 13F portfolio, value $4,695,884.

    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 65,536 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $5,689,814.

    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).