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Medallion Wealth Advisors, LLC: IMTM position timeline

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

Medallion Wealth Advisors, LLC held 295 IMTM 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 295 shares
    Change vs previous 13F -24,200 shares

    <0.01% of the 13F portfolio, value $15,338.

    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 24,495 shares
    Change vs previous 13F +1,732 shares

    0.38% of the 13F portfolio, value $1,176,253.

    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 22,763 shares
    Change vs previous 13F +2,064 shares

    0.37% of the 13F portfolio, value $1,091,945.

    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 20,699 shares
    Change vs previous 13F +3,849 shares

    0.35% of the 13F portfolio, value $991,064.

    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 16,850 shares
    Change vs previous 13F +10,216 shares

    0.3% of the 13F portfolio, value $763,642.

    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 6,634 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $266,159.

    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).