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Mezzasalma Advisors, LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mezzasalma Advisors, LLC on OEF, newest first. How the timeline and the estimate are built.

Mezzasalma Advisors, LLC held 25,479 OEF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,479 shares
    Change vs previous 13F +2,700 shares

    0.82% of the 13F portfolio, value $4,056,675.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,779 shares
    Change vs previous 13F +1,894 shares

    0.76% of the 13F portfolio, value $3,795,270.

    13F-HR 0001864916-26-000003 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 20,885 shares
    Change vs previous 13F +1,472 shares

    0.82% of the 13F portfolio, value $3,213,846.

    13F-HR 0001864916-26-000002 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 19,413 shares
    Change vs previous 13F +10,528 shares

    0.78% of the 13F portfolio, value $3,250,856.

    13F-HR 0001864916-26-000001 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,885 shares
    Change vs previous 13F +500 shares

    0.76% of the 13F portfolio, value $2,957,307.

    13F-HR 0001864916-25-000004 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 8,385 shares
    Change vs previous 13F +909 shares

    0.77% of the 13F portfolio, value $2,551,982.

    13F-HR 0001085146-25-004268 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,476 shares
    Change vs previous 13F +912 shares

    0.7% of the 13F portfolio, value $2,024,727.

    13F-HR 0001085146-25-002195 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,564 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,896,011.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).