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Medallion Wealth Advisors, LLC: SDSI position timeline

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

Medallion Wealth Advisors, LLC held 13,750 SDSI 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 13,750 shares
    Change vs previous 13F -400 shares

    0.22% of the 13F portfolio, value $706,062.

    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 14,150 shares
    Change vs previous 13F -2,120 shares

    0.24% of the 13F portfolio, value $725,740.

    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 16,270 shares
    Change vs previous 13F +990 shares

    0.28% of the 13F portfolio, value $839,207.

    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 15,280 shares
    Change vs previous 13F +2,300 shares

    0.28% of the 13F portfolio, value $790,054.

    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 12,980 shares
    Change vs previous 13F +360 shares

    0.26% of the 13F portfolio, value $665,095.

    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 12,620 shares
    Change vs previous 13F +10,150 shares

    0.29% of the 13F portfolio, value $645,325.

    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 2,470 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $176,484.

    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).