MELFA WEALTH MANAGEMENT, LLC
CIK
0001962465
City
WESTBOROUGH
State / Country
MA
Holdings in PIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $270,289 | 80,925 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $278,382 | 80,925 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $271,098 | 80,925 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $270,955 | 81,613 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $266,058 | 81,613 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $251,243 | 74,113 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $239,384 | 74,113 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $236,908 | 74,034 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $235,418 | 73,799 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $244,783 | 81,054 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $40,410 | 12,788 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $40,665 | 12,788 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $40,921 | 12,788 | Shares | Sole | 2023-01-31 |