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Melone Private Wealth, LLC: XNEAX position timeline

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

Melone Private Wealth, LLC held 862,704 XNEAX 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 862,704 shares
    Change vs previous 13F +150,967 shares

    3.86% of the 13F portfolio, value $10,128,149.

    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 711,737 shares
    Change vs previous 13F +59,845 shares

    3.26% of the 13F portfolio, value $7,992,811.

    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 651,892 shares
    Change vs previous 13F +220,961 shares

    3.22% of the 13F portfolio, value $7,581,501.

    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 430,931 shares
    Change vs previous 13F +85,840 shares

    2.22% of the 13F portfolio, value $4,908,301.

    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 345,091 shares
    Change vs previous 13F +115,720 shares

    1.91% of the 13F portfolio, value $3,740,788.

    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 229,371 shares
    Change vs previous 13F +11,873 shares

    1.34% of the 13F portfolio, value $2,568,959.

    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 217,498 shares
    Change vs previous 13F +3,565 shares

    1.27% of the 13F portfolio, value $2,453,375.

    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 213,933 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,560,782.

    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).