MELFA WEALTH MANAGEMENT, LLC
CIK
0001962465
City
WESTBOROUGH
State / Country
MA
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $163,509 | 12,098 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $171,197 | 12,098 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $162,188 | 12,098 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $155,459 | 12,098 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $145,728 | 12,098 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $164,230 | 12,098 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $146,209 | 12,098 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $142,485 | 12,098 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $140,802 | 12,098 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $127,587 | 12,098 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $137,198 | 12,098 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $141,043 | 12,098 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $146,732 | 12,629 | Shares | Sole | 2023-01-31 |