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Medallion Wealth Advisors, LLC: ARKW position timeline

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

Medallion Wealth Advisors, LLC held 2,684 ARKW 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 2,684 shares
    Change vs previous 13F -3,697 shares

    0.12% of the 13F portfolio, value $388,829.

    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 6,381 shares
    Change vs previous 13F -175 shares

    0.25% of the 13F portfolio, value $769,647.

    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 6,556 shares
    Change vs previous 13F -269 shares

    0.33% of the 13F portfolio, value $968,558.

    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 6,825 shares
    Change vs previous 13F -223 shares

    0.42% of the 13F portfolio, value $1,191,714.

    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 7,048 shares
    Change vs previous 13F -1,290 shares

    0.4% of the 13F portfolio, value $1,032,039.

    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 8,338 shares
    Change vs previous 13F -72 shares

    0.36% of the 13F portfolio, value $797,551.

    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 8,410 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $847,858.

    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).