Skip to content
Disclosery

Medallion Wealth Advisors, LLC: PFFD position timeline

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

Medallion Wealth Advisors, LLC held 12,389 PFFD 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 12,389 shares
    Change vs previous 13F -7,657 shares

    0.07% of the 13F portfolio, value $231,548.

    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 20,046 shares
    Change vs previous 13F -1,071 shares

    0.12% of the 13F portfolio, value $368,845.

    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 21,117 shares
    Change vs previous 13F -1,713 shares

    0.13% of the 13F portfolio, value $399,324.

    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 22,830 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $443,586.

    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 22,830 shares
    Change vs previous 13F -4,819 shares

    0.17% of the 13F portfolio, value $429,788.

    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 27,649 shares
    Change vs previous 13F +1,921 shares

    0.24% of the 13F portfolio, value $525,443.

    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 25,728 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $493,625.

    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).