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Livermore
Livermore
ZHEN

Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

CBU holding history

Community Financial System, 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.

CBU overviewAll 13F holders of CBUFull Q2 2026 holdings

Shares (Q2 2026)
4,040
Value
$271.2K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of CBU by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,040$271.2K0.1%00.0%UnchangedHolders
Q1 20264,040$236.9K0.1%00.0%UnchangedHolders
Q4 20254,040$232.1K0.1%00.0%UnchangedHolders
Q3 20254,040$236.9K0.1%−179−4.2%ReducedHolders
Q2 20254,219$239.9K0.2%00.0%UnchangedHolders
Q1 20254,219$239.9K0.2%−606−12.6%ReducedHolders
Q4 20244,825$297.6K0.2%00.0%UnchangedHolders
Q3 20244,825$280.2K0.2%00.0%UnchangedHolders
Q2 20244,825$227.8K0.2%00.0%UnchangedHolders
Q1 20244,825$231.7K0.2%00.0%UnchangedHolders
Q4 20234,825$251.4K0.2%−50−1.0%ReducedHolders
Q3 20234,875$205.8K0.2%00.0%UnchangedHolders
Q2 20234,875$228.5K0.2%00.0%UnchangedHolders
Q1 20234,875$255.9K0.3%−297−5.7%ReducedHolders
Q4 20225,172$325.6K0.3%–No prior filingHolders