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Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

NNY holding history

Nuveen New York Municipal Value 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.

NNY overviewAll 13F holders of NNYFull Q2 2026 holdings

Shares (Q2 2026)
29,908
Value
$261.4K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of NNY by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,908$261.4K0.1%00.0%UnchangedHolders
Q1 202629,908$249.7K0.1%00.0%UnchangedHolders
Q4 202529,908$256.1K0.1%00.0%UnchangedHolders
Q3 202529,908$247.0K0.1%00.0%UnchangedHolders
Q2 202529,908$242.6K0.2%00.0%UnchangedHolders
Q1 202529,908$247.0K0.2%00.0%UnchangedHolders
Q4 202429,908$240.5K0.2%00.0%UnchangedHolders
Q3 202429,908$257.5K0.2%00.0%UnchangedHolders
Q2 202429,908$247.9K0.2%00.0%UnchangedHolders
Q1 202429,908$248.8K0.2%00.0%UnchangedHolders
Q4 202329,908$247.6K0.2%−1,500−4.8%ReducedHolders
Q3 202331,408$251.6K0.3%00.0%UnchangedHolders
Q2 202331,408$265.4K0.3%00.0%UnchangedHolders
Q1 202331,408$274.0K0.3%00.0%UnchangedHolders
Q4 202231,408$259.4K0.3%–No prior filingHolders