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Medallion Wealth Advisors, LLC: JQUA position timeline

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

Medallion Wealth Advisors, LLC held 98,709 JQUA 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 98,709 shares
    Change vs previous 13F +81,883 shares

    1.46% of the 13F portfolio, value $4,637,310.

    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 16,826 shares
    Change vs previous 13F -5,728 shares

    0.34% of the 13F portfolio, value $1,031,769.

    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 22,554 shares
    Change vs previous 13F +3,646 shares

    0.48% of the 13F portfolio, value $1,424,967.

    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 18,908 shares
    Change vs previous 13F +1,887 shares

    0.42% of the 13F portfolio, value $1,189,502.

    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 17,021 shares
    Change vs previous 13F +1,573 shares

    0.4% of the 13F portfolio, value $1,024,661.

    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 15,448 shares
    Change vs previous 13F +158 shares

    0.4% of the 13F portfolio, value $874,975.

    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 15,290 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $875,658.

    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).