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
- period ended2026-06-3013F 8,267 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,174 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,197 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,448 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,024 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,764 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,911 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).