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Melone Private Wealth, LLC: VGM position timeline

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

Melone Private Wealth, LLC held 231,002 VGM 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 231,002 shares
    Change vs previous 13F +58,143 shares

    0.93% of the 13F portfolio, value $2,448,620.

    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 172,859 shares
    Change vs previous 13F -22,518 shares

    0.7% of the 13F portfolio, value $1,706,119.

    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 195,377 shares
    Change vs previous 13F +3,067 shares

    0.86% of the 13F portfolio, value $2,026,061.

    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 192,310 shares
    Change vs previous 13F +4,249 shares

    0.88% of the 13F portfolio, value $1,946,175.

    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 188,061 shares
    Change vs previous 13F +11,952 shares

    0.91% of the 13F portfolio, value $1,782,822.

    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 176,109 shares
    Change vs previous 13F +1,776 shares

    0.92% of the 13F portfolio, value $1,754,042.

    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 174,333 shares
    Change vs previous 13F +2,684 shares

    0.91% of the 13F portfolio, value $1,760,761.

    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 171,649 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,812,610.

    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).