Medallion Wealth Advisors, LLC: DGRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Medallion Wealth Advisors, LLC on DGRW, newest first. How the timeline and the estimate are built.
Medallion Wealth Advisors, LLC held 51 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 51 sharesChange vs previous 13F -312 shares
<0.01% of the 13F portfolio, value $4,877.
13F-HR 0001420506-26-001835 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 ended2026-03-3113F 363 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $31,886.
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).
- period ended2025-12-3113F 363 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $32,463.
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 363 sharesChange vs previous 13F +51 shares
0.01% of the 13F portfolio, value $32,293.
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 312 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $26,127.
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 312 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $24,916.
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).
- period ended2024-12-3113F 312 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $24,916.
13F-HR 0001420506-26-000732 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).