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Medallion Wealth Advisors, LLC: GSY position timeline

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

Medallion Wealth Advisors, LLC held 6,982 GSY 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 6,982 shares
    Change vs previous 13F -14,570 shares

    0.11% of the 13F portfolio, value $350,166.

    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 21,552 shares
    Change vs previous 13F -18,924 shares

    0.35% of the 13F portfolio, value $1,080,165.

    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 40,476 shares
    Change vs previous 13F -1,055 shares

    0.68% of the 13F portfolio, value $2,033,909.

    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 41,531 shares
    Change vs previous 13F -4,435 shares

    0.74% of the 13F portfolio, value $2,086,292.

    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 45,966 shares
    Change vs previous 13F +19,361 shares

    0.89% of the 13F portfolio, value $2,305,186.

    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 26,605 shares
    Change vs previous 13F +15,625 shares

    0.61% of the 13F portfolio, value $1,333,147.

    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 10,980 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $642,912.

    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).