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Medallion Wealth Advisors, LLC: FNDF position timeline

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

Medallion Wealth Advisors, LLC held 37,389 FNDF 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 37,389 shares
    Change vs previous 13F -900 shares

    0.62% of the 13F portfolio, value $1,974,357.

    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 38,289 shares
    Change vs previous 13F +1,298 shares

    0.61% of the 13F portfolio, value $1,873,480.

    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 36,991 shares
    Change vs previous 13F -30 shares

    0.56% of the 13F portfolio, value $1,672,367.

    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 37,021 shares
    Change vs previous 13F -1,053 shares

    0.56% of the 13F portfolio, value $1,590,422.

    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 38,074 shares
    Change vs previous 13F -4,677 shares

    0.59% of the 13F portfolio, value $1,528,676.

    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 42,751 shares
    Change vs previous 13F +1,457 shares

    0.7% of the 13F portfolio, value $1,548,451.

    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 41,294 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,371,388.

    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).