Skip to content
Disclosery

Medallion Wealth Advisors, LLC: DFEV position timeline

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

Medallion Wealth Advisors, LLC held 5,549 DFEV 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 5,549 shares
    Change vs previous 13F -136 shares

    0.07% of the 13F portfolio, value $236,750.

    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 5,685 shares
    Change vs previous 13F +348 shares

    0.07% of the 13F portfolio, value $203,410.

    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 5,337 shares
    Change vs previous 13F -141 shares

    0.06% of the 13F portfolio, value $180,072.

    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 5,478 shares
    Change vs previous 13F +28 shares

    0.06% of the 13F portfolio, value $174,695.

    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 5,450 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $163,870.

    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 5,446 shares
    Change vs previous 13F +372 shares

    0.07% of the 13F portfolio, value $148,050.

    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 5,074 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $133,113.

    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).