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Livermore
Livermore
ZHEN

Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

PML holding history

PIMCO Municipal Income Fund II 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.

PML overviewAll 13F holders of PMLFull Q2 2026 holdings

Shares (Q2 2026)
161,692
Value
$1.23M
% of portfolio
0.7%
Quarters held
10
Since Q1 2024
Holdings of PML by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026161,692$1.23M0.7%+8,000+5.2%AddedHolders
Q1 2026153,692$1.16M0.7%00.0%UnchangedHolders
Q4 2025153,692$1.16M0.7%−5,200−3.3%ReducedHolders
Q3 2025158,892$1.26M0.7%+133,892+535.6%AddedHolders
Q2 202525,000$186.3K0.1%+7,500+42.9%AddedHolders
Q1 202517,500$141.8K0.1%00.0%UnchangedHolders
Q4 202417,500$141.6K0.1%00.0%UnchangedHolders
Q3 202417,500$164.3K0.1%00.0%UnchangedHolders
Q2 202417,500$149.3K0.1%00.0%UnchangedHolders
Q1 202417,500$148.8K0.1%+17,500NewHolders