Skip to content

Medallion Wealth Advisors, LLC: ARKG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Medallion Wealth Advisors, LLC on ARKG, newest first. How the timeline and the estimate are built.

Medallion Wealth Advisors, LLC held 8,267 ARKG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,267 shares
    Change vs previous 13F -4,907 shares

    0.11% of the 13F portfolio, value $347,699.

    13F-HR 0001420506-26-001835 filed by Medallion Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,174 shares
    Change vs previous 13F -23 shares

    0.11% of the 13F portfolio, value $348,056.

    13F-HR 0001420506-26-000742 filed by Medallion Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,197 shares
    Change vs previous 13F -1,251 shares

    0.13% of the 13F portfolio, value $382,318.

    13F-HR 0001420506-26-000740 filed by Medallion Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,448 shares
    Change vs previous 13F -576 shares

    0.14% of the 13F portfolio, value $401,227.

    13F-HR 0001420506-26-000738 filed by Medallion Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,024 shares
    Change vs previous 13F -2,740 shares

    0.14% of the 13F portfolio, value $364,429.

    13F-HR 0001420506-26-000736 filed by Medallion Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,764 shares
    Change vs previous 13F +853 shares

    0.17% of the 13F portfolio, value $363,382.

    13F-HR 0001420506-26-000734 filed by Medallion Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,911 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $375,615.

    13F-HR 0001420506-26-000732 filed by Medallion Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).