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Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

BKT holding history

BlackRock Income Trust, Inc. in every 13F filed by Melfa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BKT overviewAll 13F holders of BKTFull Q2 2026 holdings

Shares (Q2 2026)
370,468
Value
$3.97M
% of portfolio
2.1%
Quarters held
15
Since Q4 2022
Holdings of BKT by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026370,468$3.97M2.1%+1660.0%AddedHolders
Q1 2026370,302$3.91M2.2%+6,369+1.8%AddedHolders
Q4 2025363,933$4.02M2.3%−2,481−0.7%ReducedHolders
Q3 2025366,414$4.12M2.4%−1,590−0.4%ReducedHolders
Q2 2025368,004$4.32M2.7%−17,846−4.6%ReducedHolders
Q1 2025385,850$4.57M3.1%+14,262+3.8%AddedHolders
Q4 2024371,588$4.28M2.9%−2,805−0.7%ReducedHolders
Q3 2024374,393$4.65M3.1%+4,896+1.3%AddedHolders
Q2 2024369,497$4.41M3.1%−4,346−1.2%ReducedHolders
Q1 2024373,843$4.45M3.2%+20,750+5.9%AddedHolders
Q4 2023353,093$4.30M4.0%+5,293+1.5%AddedHolders
Q3 2023347,800$3.96M4.3%+13,204+3.9%AddedHolders
Q2 2023334,596$4.07M4.1%+23,331+7.5%AddedHolders
Q1 2023311,265$3.92M3.9%+84,902+37.5%AddedHolders
Q4 2022226,363$2.79M2.9%–No prior filingHolders