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Disclosery

Melone Private Wealth, LLC: SPY position timeline

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

Melone Private Wealth, LLC held 290 SPY 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 290 shares
    Change vs previous 13F -141 shares

    0.08% of the 13F portfolio, value $216,448.

    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 431 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $280,373.

    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 430 shares
    Change vs previous 13F -113 shares

    0.12% of the 13F portfolio, value $293,420.

    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 543 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $361,902.

    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 542 shares
    Change vs previous 13F -27 shares

    0.17% of the 13F portfolio, value $333,395.

    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 569 shares
    Change vs previous 13F +171 shares

    0.17% of the 13F portfolio, value $318,293.

    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 398 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $233,118.

    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 397 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $227,552.

    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).