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Medallion Wealth Advisors, LLC: JPST position timeline

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

Medallion Wealth Advisors, LLC held 16,755 JPST 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 16,755 shares
    Change vs previous 13F +9,190 shares

    0.38% of the 13F portfolio, value $1,206,661.

    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 7,565 shares
    Change vs previous 13F -22,871 shares

    0.13% of the 13F portfolio, value $382,876.

    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 30,436 shares
    Change vs previous 13F -6,009 shares

    0.52% of the 13F portfolio, value $1,539,780.

    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 36,445 shares
    Change vs previous 13F +5,344 shares

    0.66% of the 13F portfolio, value $1,848,844.

    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 31,101 shares
    Change vs previous 13F +4,788 shares

    0.61% of the 13F portfolio, value $1,569,679.

    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 26,313 shares
    Change vs previous 13F +8,063 shares

    0.6% of the 13F portfolio, value $1,327,508.

    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 18,250 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $919,252.

    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).