Melfa Wealth Management, LLC
- SEC CIK
- 0001962465
- Latest filing
- Jul 24, 2026
PCQ holding history
PIMCO California Municipal 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.
PCQ overviewAll 13F holders of PCQFull Q2 2026 holdings
- Shares (Q2 2026)
- 193,424
- Value
- $1.74M
- % of portfolio
- 0.9%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 193,424 | $1.74M | 0.9% | −6,752−3.4% | Reduced | Holders |
| Q1 2026 | 200,176 | $1.72M | 1.0% | 00.0% | Unchanged | Holders |
| Q4 2025 | 200,176 | $1.75M | 1.0% | +22,500+12.7% | Added | Holders |
| Q3 2025 | 177,676 | $1.55M | 0.9% | +29,213+19.7% | Added | Holders |
| Q2 2025 | 148,463 | $1.28M | 0.8% | 00.0% | Unchanged | Holders |
| Q1 2025 | 148,463 | $1.31M | 0.9% | −78−0.1% | Reduced | Holders |
| Q4 2024 | 148,541 | $1.34M | 0.9% | 00.0% | Unchanged | Holders |
| Q3 2024 | 148,541 | $1.48M | 1.0% | −106−0.1% | Reduced | Holders |
| Q2 2024 | 148,647 | $1.40M | 1.0% | −1,643−1.1% | Reduced | Holders |
| Q1 2024 | 150,290 | $1.41M | 1.0% | −8,939−5.6% | Reduced | Holders |
| Q4 2023 | 159,229 | $1.48M | 1.4% | +20,811+15.0% | Added | Holders |
| Q3 2023 | 138,418 | $1.15M | 1.3% | +83,690+152.9% | Added | Holders |
| Q2 2023 | 54,728 | $536.3K | 0.5% | +39,830+267.4% | Added | Holders |
| Q1 2023 | 14,898 | $150.2K | 0.2% | +14,898 | New | Holders |