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Medallion Wealth Advisors, LLC: JSI position timeline

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

Medallion Wealth Advisors, LLC held 1,000 JSI 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 1,000 shares
    Change vs previous 13F -12,035 shares

    0.02% of the 13F portfolio, value $51,210.

    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 13,035 shares
    Change vs previous 13F +10,035 shares

    0.22% of the 13F portfolio, value $671,954.

    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 3,000 shares
    Change vs previous 13F +2,800 shares

    0.05% of the 13F portfolio, value $156,180.

    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 200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,454.

    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).