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Medallion Wealth Advisors, LLC: FNDE position timeline

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

Medallion Wealth Advisors, LLC held 9,125 FNDE 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 9,125 shares
    Change vs previous 13F +1,204 shares

    0.11% of the 13F portfolio, value $363,082.

    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 7,921 shares
    Change vs previous 13F +469 shares

    0.1% of the 13F portfolio, value $303,060.

    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 7,452 shares
    Change vs previous 13F +281 shares

    0.09% of the 13F portfolio, value $268,721.

    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 7,171 shares
    Change vs previous 13F -279 shares

    0.09% of the 13F portfolio, value $259,304.

    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 7,450 shares
    Change vs previous 13F +163 shares

    0.1% of the 13F portfolio, value $246,833.

    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 7,287 shares
    Change vs previous 13F -573 shares

    0.1% of the 13F portfolio, value $225,183.

    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 7,860 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $228,347.

    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).