MELFA WEALTH MANAGEMENT, LLC
CIK
0001962465
City
WESTBOROUGH
State / Country
MA
Holdings in IQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $152,826 | 15,344 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $151,138 | 15,344 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $143,926 | 15,344 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $148,529 | 15,344 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $151,291 | 15,344 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $160,191 | 15,344 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $152,212 | 15,344 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $148,529 | 15,344 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $144,152 | 15,158 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $125,648 | 14,976 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $141,430 | 14,794 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $145,927 | 14,622 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $136,100 | 14,448 | Shares | Sole | 2023-01-31 |