Medallion Wealth Advisors, LLC: IXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Medallion Wealth Advisors, LLC on IXN, newest first. How the timeline and the estimate are built.
Medallion Wealth Advisors, LLC held 863 IXN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 863 sharesChange vs previous 13F -131 shares
0.04% of the 13F portfolio, value $124,785.
13F-HR 0001420506-26-001835 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 994 sharesChange vs previous 13F +141 shares
0.03% of the 13F portfolio, value $99,333.
13F-HR 0001420506-26-000742 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 853 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $89,525.
13F-HR 0001420506-26-000740 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 852 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $87,937.
13F-HR 0001420506-26-000738 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 852 sharesChange vs previous 13F +100 shares
0.03% of the 13F portfolio, value $77,911.
13F-HR 0001420506-26-000736 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 752 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $57,337.
13F-HR 0001420506-26-000734 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 752 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $62,569.
13F-HR 0001420506-26-000732 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).