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Melfa Wealth Management, Inc.YieldConcentrated long-term

CIK: 0001962465 | WESTBOROUGH, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR196$185.5M2026-07-24SEC ↗
Q1 2026
13F-HR195$174.2M2026-04-10SEC ↗
Q4 2025
13F-HR202$173.5M2026-01-16SEC ↗
Q3 2025
13F-HR195$170.6M2025-10-28SEC ↗
Q2 2025
13F-HR200$158.2M2025-07-17SEC ↗
Q1 2025
13F-HR201$148.1M2025-05-02SEC ↗
Q4 2024
13F-HR202$149.5M2025-01-17SEC ↗
Q3 2024
13F-HR201$151.5M2024-10-16SEC ↗
Q2 2024
13F-HR199$143.1M2024-07-15SEC ↗
Q1 2024
13F-HR195$138.5M2024-04-23SEC ↗
Q4 2023
13F-HR141$106.2M2024-01-22SEC ↗
Q3 2023
13F-HR138$92.0M2023-10-30SEC ↗
Q2 2023
13F-HR141$98.7M2023-07-18SEC ↗
Q1 2023
13F-HR138$100.1M2023-04-20SEC ↗
Q4 2022
13F-HR137$95.7M2023-01-31SEC ↗