Melfa Wealth Management, LLC

SEC CIK: 0001962465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MCR holding history

MFS Charter Income Trust 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.

MCR overview All 13F holders of MCR Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of MCR by Melfa Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−10,750−100.0%	Sold out	Holders
Q2 2025	10,750	$68.4K	<0.1%	−9,500−46.9%	Reduced	Holders
Q1 2025	20,250	$127.0K	0.1%	00.0%	Unchanged	Holders
Q4 2024	20,250	$129.2K	0.1%	+20,250	New	Holders