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Medallion Wealth Advisors, LLC: SCHM position timeline

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

Medallion Wealth Advisors, LLC held 59,777 SCHM 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 59,777 shares
    Change vs previous 13F +1,514 shares

    0.69% of the 13F portfolio, value $2,200,248.

    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 58,263 shares
    Change vs previous 13F +2,474 shares

    0.59% of the 13F portfolio, value $1,803,873.

    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 55,789 shares
    Change vs previous 13F +844 shares

    0.56% of the 13F portfolio, value $1,677,580.

    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 54,945 shares
    Change vs previous 13F +4,828 shares

    0.58% of the 13F portfolio, value $1,628,523.

    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 50,117 shares
    Change vs previous 13F +2,964 shares

    0.55% of the 13F portfolio, value $1,417,662.

    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 47,153 shares
    Change vs previous 13F +5,112 shares

    0.56% of the 13F portfolio, value $1,240,547.

    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 42,041 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,164,156.

    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).