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Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

NMAI holding history

Nuveen Multi-Asset Income Fund 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.

NMAI overviewAll 13F holders of NMAIFull Q2 2026 holdings

Shares (Q2 2026)
27,305
Value
$386.9K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of NMAI by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,305$386.9K0.2%00.0%UnchangedHolders
Q1 202627,305$338.6K0.2%00.0%UnchangedHolders
Q4 202527,305$356.1K0.2%00.0%UnchangedHolders
Q3 202527,305$354.4K0.2%+27,305NewHolders