MELFA WEALTH MANAGEMENT, LLC
Holdings in CMU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $435,671 | 124,123 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $430,314 | 124,010 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $412,560 | 123,892 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $432,006 | 123,784 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $435,385 | 123,689 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $453,597 | 123,596 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $423,618 | 123,504 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $414,771 | 124,556 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $370,180 | 111,837 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $381,136 | 121,769 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $488,232 | 151,625 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $477,651 | 148,801 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $72,594 | 23,193 | Shares | Sole | 2023-01-31 |