MVT BLACKROCK MUNIVEST FD II INC

Ownership history in MELFA WEALTH MANAGEMENT, INC.  ·  13 quarters on record

AI Ownership Summary

MELFA WEALTH MANAGEMENT, INC. reported BLACKROCK MUNIVEST FD II INC (MVT) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.56% in 2023 Q4. The latest visible filing shows MVT at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MELFA WEALTH MANAGEMENT, INC.'s position in BLACKROCK MUNIVEST FD II INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MVT was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MELFA WEALTH MANAGEMENT, INC. held MVT — position size vs. price
% of Fund (quarterly)    MVT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 64,785 0% 0.40% $700K 2026-02-14 (Est.) $10.95
2025 Q3 UNCHANGED 64,785 0% 0.40% $689K 2025-10-28 $10.54
2025 Q2 ADDED 64,785 +18,200 +39.1% 0.42% $669K 2025-07-17 $9.74
2025 Q1 UNCHANGED 46,585 0% 0.33% $492K 2025-05-02 $9.81
2024 Q4 REDUCED 46,585 -176 -0.4% 0.33% $491K 2025-01-17 $10.00
2024 Q3 UNCHANGED 46,761 0% 0.35% $533K 2024-10-16 $10.38
2024 Q2 REDUCED 46,761 -8,491 -15.4% 0.36% $517K 2024-07-15 $10.01
2024 Q1 ADDED 55,252 +17 +0.0% 0.44% $603K 2024-04-23 $9.40
2023 Q4 ADDED 55,235 +27 +0.0% 0.56% $595K 2024-01-22 $9.36
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MELFA WEALTH MANAGEMENT, INC. and MVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MELFA WEALTH MANAGEMENT, INC. reported owning MVT?

MELFA WEALTH MANAGEMENT, INC. reported MVT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MVT position in MELFA WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for MVT was 0.56% in 2023 Q4.

What is the latest reported MVT position on this page?

The most recent filing on this page is 2025 Q4, when MELFA WEALTH MANAGEMENT, INC. reported 64,785 shares, equal to 0.40% of portfolio, with an estimated market value of $700K.

What does the chart on this MVT ownership page compare?

The chart compares MELFA WEALTH MANAGEMENT, INC.'s quarterly MVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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