Lehman Brothers First Trust IOF shares owned by Melfa Wealth Management
Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Melfa Wealth Management
from 13F filings
Historical chart of Melfa Wealth Management investment in Lehman Brothers First Trust IOF
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Quarterly reported holdings in Lehman Brothers First Trust IOF by Melfa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 82k | 7.50 |
| 2025-06-30 | $620k | 82k | 7.58 |
| 2025-03-31 | $625k | 82k | 7.64 |
| 2024-12-31 | $613k | 82k | 7.49 |
| 2024-09-30 | $799k | 92k | 8.67 |
| 2024-06-30 | $721k | 92k | 7.82 |
| 2024-03-31 | $743k | 92k | 8.06 |
| 2023-12-31 | $462k | 60k | 7.72 |
| 2023-09-30 | $449k | 60k | 7.53 |
| 2023-06-30 | $436k | 58k | 7.49 |
| 2023-03-31 | $492k | 58k | 8.52 |
| 2022-12-31 | $500k | 59k | 8.52 |
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