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Melone Private Wealth, LLC: USFR position timeline

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

Melone Private Wealth, LLC held 332,125 USFR 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 332,125 shares
    Change vs previous 13F -93,643 shares

    6.37% of the 13F portfolio, value $16,722,471.

    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 425,768 shares
    Change vs previous 13F -3,428 shares

    8.75% of the 13F portfolio, value $21,433,141.

    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 429,196 shares
    Change vs previous 13F +96,224 shares

    9.16% of the 13F portfolio, value $21,597,133.

    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 332,972 shares
    Change vs previous 13F +34,986 shares

    7.58% of the 13F portfolio, value $16,738,515.

    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 297,986 shares
    Change vs previous 13F -81,626 shares

    7.67% of the 13F portfolio, value $14,988,686.

    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 379,612 shares
    Change vs previous 13F -58,773 shares

    10% of the 13F portfolio, value $19,105,877.

    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 438,385 shares
    Change vs previous 13F +168,293 shares

    11.43% of the 13F portfolio, value $22,059,514.

    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 270,092 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $13,564,023.

    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).