MELFA WEALTH MANAGEMENT, LLC
Holdings in BKT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,017,820 | 363,933 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $4,118,493 | 366,414 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $4,324,047 | 368,004 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $4,572,322 | 385,850 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $4,280,693 | 371,588 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $4,653,704 | 374,393 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $4,408,099 | 369,497 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $4,448,731 | 373,843 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $4,300,672 | 353,093 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $3,957,964 | 347,800 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $4,072,033 | 334,596 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $3,918,826 | 311,265 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $2,793,319 | 226,363 | Shares | Sole | 2023-01-31 |