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Equibles

MELFA WEALTH MANAGEMENT, INC.

Position in NNY — Nuveen New York Municipal Value Fund

CIK 1962465 WESTBOROUGH, MA
Back to NNY Full portfolio

Position in NNY

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$261,395
+$11,664 QoQ
Shares Held
29,908
0.0% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#20
of 45 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NNY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MELFA WEALTH MANAGEMENT, INC. holds $74,996,063 across 109 Asset Management names. NNY ranks #68 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PMO
Franklin Municipal Opportunities Trust
 459,506 $4,843,193
2 MHD
Blackrock Muniholdings Fund, Inc.
 362,781 $4,317,093
3 MYI
Blackrock Muniyield Quality Fund III, Inc.
 385,248 $4,280,105
4 EVN
Eaton Vance Municipal Income Trust
 354,956 $3,996,804
5 BKT
Blackrock Income Trust, Inc.
 370,468 $3,971,416
6 MQY
Blackrock Muniyield Quality Fund, Inc.
 223,331 $2,590,639
7 MFM
Aberdeen Municipal Income Fund
 431,579 $2,425,473
8 NVG
Nuveen AMT-Free Municipal Credit Income Fund
 182,401 $2,334,732

All Filings in NNY

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $261,395 29,908
2026-03-31 $249,731 29,908
2025-12-31 $256,012 29,908
2025-09-30 $247,040 29,908
2025-06-30 $242,553 29,908
2025-03-31 $247,040 29,908
2024-12-31 $240,460 29,908
2024-09-30 $257,507 29,908
2024-06-30 $247,937 29,908
2024-03-31 $248,834 29,908
2023-12-31 $247,638 29,908
2023-09-30 $251,578 31,408
2023-06-30 $265,397 31,408
2023-03-31 $274,191 31,408
2022-12-31 $259,430 31,408