Melone Private Wealth, LLC
Position in DFNL — Davis Select Financial ETF
CIK 1905765
AUBURN HILLS, MI
Position in DFNL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$516,781
-$40,222 QoQ
Shares Held
11,525
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFNL Over Time
Shares Held
Position Value (USD)
All Filings in DFNL
Export CSV
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. | ||||||