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Medallion Wealth Advisors, LLC: DFVX position timeline

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

Medallion Wealth Advisors, LLC held 47,862 DFVX 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 47,862 shares
    Change vs previous 13F +1,106 shares

    1.24% of the 13F portfolio, value $3,935,711.

    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 46,756 shares
    Change vs previous 13F +5,800 shares

    1.13% of the 13F portfolio, value $3,473,833.

    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 40,956 shares
    Change vs previous 13F +1,935 shares

    1.02% of the 13F portfolio, value $3,045,082.

    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 39,021 shares
    Change vs previous 13F +5,004 shares

    1.01% of the 13F portfolio, value $2,837,611.

    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 34,017 shares
    Change vs previous 13F +4,929 shares

    0.91% of the 13F portfolio, value $2,358,650.

    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 29,088 shares
    Change vs previous 13F +6,450 shares

    0.85% of the 13F portfolio, value $1,872,924.

    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 22,638 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,477,769.

    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).