Medallion Wealth Advisors, LLC: SCIO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Medallion Wealth Advisors, LLC on SCIO, newest first. How the timeline and the estimate are built.
Medallion Wealth Advisors, LLC held 9,850 SCIO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,850 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $203,599.
13F-HR 0001420506-26-001835 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,850 sharesChange vs previous 13F +2,000 shares
0.07% of the 13F portfolio, value $203,304.
13F-HR 0001420506-26-000742 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,850 sharesChange vs previous 13F +2,000 shares
0.05% of the 13F portfolio, value $163,280.
13F-HR 0001420506-26-000740 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,850 sharesChange vs previous 13F +3,000 shares
0.04% of the 13F portfolio, value $121,417.
13F-HR 0001420506-26-000738 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,850 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $58,881.
13F-HR 0001420506-26-000736 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).