Medallion Wealth Advisors, LLC: CPLS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Medallion Wealth Advisors, LLC on CPLS, newest first. How the timeline and the estimate are built.
Medallion Wealth Advisors, LLC held 0 CPLS shares at 2026-03-31 per its 13F-HR filed 2026-04-24.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -2,982 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2,982 sharesChange vs previous 13F +32 shares
0.04% of the 13F portfolio, value $105,965.
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 2,950 sharesChange vs previous 13F +32 shares
0.04% of the 13F portfolio, value $105,891.
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 2,918 sharesChange vs previous 13F +35 shares
0.04% of the 13F portfolio, value $103,130.
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 2,883 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $101,821.
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).