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Livermore
Livermore
ZHEN

Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

MMU holding history

Western Asset Managed Municipals Fund 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.

MMU overviewAll 13F holders of MMUFull Q2 2026 holdings

Shares (Q2 2026)
104,027
Value
$1.08M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of MMU by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026104,027$1.08M0.6%−5,114−4.7%ReducedHolders
Q1 2026109,141$1.12M0.6%00.0%UnchangedHolders
Q4 2025109,141$1.14M0.7%00.0%UnchangedHolders
Q3 2025109,141$1.13M0.7%00.0%UnchangedHolders
Q2 2025109,141$1.08M0.7%00.0%UnchangedHolders
Q1 2025109,141$1.12M0.8%00.0%UnchangedHolders
Q4 2024109,141$1.11M0.7%00.0%UnchangedHolders
Q3 2024109,141$1.18M0.8%00.0%UnchangedHolders
Q2 2024109,141$1.13M0.8%+91+0.1%AddedHolders
Q1 2024109,050$1.14M0.8%+142+0.1%AddedHolders
Q4 2023108,908$1.11M1.0%+79,896+275.4%AddedHolders
Q3 202329,012$259.1K0.3%+76+0.3%AddedHolders
Q2 202328,936$287.3K0.3%+74+0.3%AddedHolders
Q1 202328,862$296.7K0.3%+48+0.2%AddedHolders
Q4 202228,814$290.2K0.3%–No prior filingHolders