MELFA WEALTH MANAGEMENT, LLC
CIK
0001962465
City
WESTBOROUGH
State / Country
MA
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $355,944 | 46,347 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $366,604 | 46,347 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $348,529 | 46,347 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $269,076 | 34,497 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $267,006 | 34,497 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $282,875 | 34,497 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $178,791 | 22,747 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $180,156 | 22,747 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $175,151 | 22,747 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $162,868 | 22,747 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $173,332 | 22,747 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $197,022 | 24,908 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $188,953 | 24,895 | Shares | Sole | 2023-01-31 |