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Medallion Wealth Advisors, LLC: JGLO position timeline

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

Medallion Wealth Advisors, LLC held 5,355 JGLO 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 5,355 shares
    Change vs previous 13F -14,800 shares

    0.17% of the 13F portfolio, value $526,570.

    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 20,155 shares
    Change vs previous 13F +899 shares

    0.43% of the 13F portfolio, value $1,315,521.

    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 19,256 shares
    Change vs previous 13F +1,685 shares

    0.44% of the 13F portfolio, value $1,303,057.

    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 17,571 shares
    Change vs previous 13F +6,731 shares

    0.42% of the 13F portfolio, value $1,190,792.

    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 10,840 shares
    Change vs previous 13F +7,630 shares

    0.27% of the 13F portfolio, value $697,883.

    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 3,210 shares
    Change vs previous 13F +3,135 shares

    0.09% of the 13F portfolio, value $189,732.

    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 75 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,421.

    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).