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Medallion Wealth Advisors, LLC: ETW position timeline

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

Medallion Wealth Advisors, LLC held 13,188 ETW 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 13,188 shares
    Change vs previous 13F -43,531 shares

    0.04% of the 13F portfolio, value $127,131.

    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 56,719 shares
    Change vs previous 13F +411 shares

    0.16% of the 13F portfolio, value $497,989.

    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 56,308 shares
    Change vs previous 13F -547 shares

    0.17% of the 13F portfolio, value $519,160.

    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 56,855 shares
    Change vs previous 13F -1,350 shares

    0.18% of the 13F portfolio, value $514,538.

    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 58,205 shares
    Change vs previous 13F +2,171 shares

    0.19% of the 13F portfolio, value $503,594.

    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 56,034 shares
    Change vs previous 13F +2,500 shares

    0.21% of the 13F portfolio, value $462,077.

    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 53,534 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $442,983.

    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).