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Medallion Wealth Advisors, LLC: JPIE position timeline

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

Medallion Wealth Advisors, LLC held 2,850 JPIE 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 2,850 shares
    Change vs previous 13F -45,560 shares

    0.04% of the 13F portfolio, value $133,388.

    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 48,410 shares
    Change vs previous 13F +21,285 shares

    0.73% of the 13F portfolio, value $2,230,250.

    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 27,125 shares
    Change vs previous 13F +16,230 shares

    0.42% of the 13F portfolio, value $1,255,619.

    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 10,895 shares
    Change vs previous 13F +5,310 shares

    0.18% of the 13F portfolio, value $505,637.

    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 5,585 shares
    Change vs previous 13F +4,180 shares

    0.1% of the 13F portfolio, value $257,579.

    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 1,405 shares
    Change vs previous 13F +905 shares

    0.03% of the 13F portfolio, value $64,490.

    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 500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,810.

    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).