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Medallion Wealth Advisors, LLC: JAAA position timeline

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

Medallion Wealth Advisors, LLC held 33,435 JAAA 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 33,435 shares
    Change vs previous 13F -304,441 shares

    0.5% of the 13F portfolio, value $1,592,558.

    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 337,876 shares
    Change vs previous 13F +16,125 shares

    5.56% of the 13F portfolio, value $17,018,819.

    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 321,751 shares
    Change vs previous 13F +46,059 shares

    5.47% of the 13F portfolio, value $16,274,215.

    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 275,692 shares
    Change vs previous 13F +33,200 shares

    4.97% of the 13F portfolio, value $13,999,595.

    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 242,492 shares
    Change vs previous 13F +51,658 shares

    4.74% of the 13F portfolio, value $12,271,736.

    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 190,834 shares
    Change vs previous 13F +61,738 shares

    4.38% of the 13F portfolio, value $9,650,341.

    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 129,096 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $6,636,456.

    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).