Melone Private Wealth, LLC
Position in DFNL — Davis Select Financial ETF
CIK 1905765
AUBURN HILLS, MI
All Filings in DFNL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,781 | 11,525 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $557,003 | 11,525 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $472,549 | 10,450 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $448,723 | 10,450 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $419,510 | 10,680 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||