Advertisement
Screener

Melone Private Wealth, LLC Historic Quarter Change: Foreign SPAC Units, Sold Out

Melone Private Wealth, LLC historic quarter change: Foreign SPAC Units, Sold out

In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Melone Private Wealth, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1905765), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
ALKEME WEALTH, LLCUnited States$0.245B98
Aspect Partners, LLCUnited States$0.245B957
Lloyd Harbor Capital Management, LLCUnited States$0.245B26
Lewis Asset Management, LLCUnited States$0.245B199
Shared Vision Wealth Group LLCUnited States$0.245B95
Ridgewood Investments LLCUnited States$0.244B208
Kinloch Capital, LLCUnited States$0.245B83
JNE Partners LLPUnited Kingdom$0.244B7
O'Connor Financial Group LLCUnited States$0.244B58
MRA Advisory GroupUnited States$0.245B142