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Medallion Wealth Advisors, LLC: BRLN position timeline

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

Medallion Wealth Advisors, LLC held 10,390 BRLN 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 10,390 shares
    Change vs previous 13F -3,420 shares

    0.17% of the 13F portfolio, value $528,850.

    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 13,810 shares
    Change vs previous 13F -1,750 shares

    0.23% of the 13F portfolio, value $700,792.

    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 15,560 shares
    Change vs previous 13F -5,360 shares

    0.27% of the 13F portfolio, value $803,393.

    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 20,920 shares
    Change vs previous 13F -390 shares

    0.39% of the 13F portfolio, value $1,089,831.

    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 21,310 shares
    Change vs previous 13F -20 shares

    0.43% of the 13F portfolio, value $1,103,128.

    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 21,330 shares
    Change vs previous 13F +3,810 shares

    0.5% of the 13F portfolio, value $1,102,029.

    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 17,520 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $914,775.

    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).