Skip to content
Disclosery

Medallion Wealth Advisors, LLC: ARKK position timeline

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

Medallion Wealth Advisors, LLC held 25,504 ARKK 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 25,504 shares
    Change vs previous 13F -11,722 shares

    0.65% of the 13F portfolio, value $2,059,735.

    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 37,226 shares
    Change vs previous 13F -1,782 shares

    0.82% of the 13F portfolio, value $2,516,113.

    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 39,008 shares
    Change vs previous 13F -2,605 shares

    1.01% of the 13F portfolio, value $3,000,569.

    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 41,613 shares
    Change vs previous 13F -3,931 shares

    1.28% of the 13F portfolio, value $3,591,314.

    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 45,544 shares
    Change vs previous 13F -4,839 shares

    1.22% of the 13F portfolio, value $3,155,628.

    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 50,383 shares
    Change vs previous 13F +1,115 shares

    1.09% of the 13F portfolio, value $2,405,642.

    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 49,268 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,684,203.

    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).