13F Filings History of Melia Wealth LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$216,332,743
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Tulsa, OK
Summary
This page shows a list of all the recent 13F filings made by Melia Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Melia Wealth LLC reported 23 stock holdings with total value $216,332,743 as of Q4 2025. Top holdings included JEPI, TRIN, ARCC, PFFA, and BCSF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 23 $216,332,743 +$3,980,673 -$1,910,116 +$2,070,557 JEPI, TRIN, ARCC, PFFA, BCSF 13F-HR 09 Feb 2026, 16:13
Q3 2025 23 $228,417,159 +$35,253,230 -$15,164,882 +$20,088,348 JEPI, TRIN, YBTC, GAIN, ARCC 13F-HR 12 Nov 2025, 13:39
Q2 2025 21 $208,793,019 +$20,430,377 -$94,478 +$20,335,899 JEPI, ARCC, GAIN, TRIN, OBDC 13F-HR 25 Jul 2025, 20:11
Q1 2025 19 $193,859,180 +$4,625,235 -$183,500 +$4,441,735 JEPI, TRIN, ARCC, BCSF, OBDC 13F-HR 07 May 2025, 13:04
Q4 2024 19 $191,547,629 +$5,642,135 -$720,845 +$4,921,290 JEPI, ARCC, BCSF, TRIN, HTGC 13F-HR 13 Feb 2025, 11:54
Q3 2024 20 $193,245,953 +$9,029,740 $0 +$9,029,740 JEPI, ARCC, BCSF, HTGC, GAIN 13F-HR 13 Nov 2024, 18:47
Q2 2024 18 $181,958,060 +$6,813,043 -$576 +$6,812,467 JEPI, HTGC, ARCC, TRIN, BCSF 13F-HR 12 Aug 2024, 14:31
Q1 2024 18 $178,067,570 +$62,884,580 -$77,460,035 -$14,575,455 JEPI, TRIN, ARCC, OBDC, BCSF 13F-HR 09 Apr 2024, 19:38
Q4 2023 16 $190,304,574 $0 $0 $0 JEPI, ABR, CSWC, TSLX, TRIN 13F-HR 10 Jan 2024, 17:39