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Medallion Wealth Advisors, LLC: SPMO position timeline

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

Medallion Wealth Advisors, LLC held 227 SPMO 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 227 shares
    Change vs previous 13F -13,484 shares

    0.02% of the 13F portfolio, value $65,475.

    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 13,711 shares
    Change vs previous 13F +708 shares

    0.5% of the 13F portfolio, value $1,537,140.

    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 13,003 shares
    Change vs previous 13F +1,104 shares

    0.52% of the 13F portfolio, value $1,551,520.

    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 11,899 shares
    Change vs previous 13F +1,140 shares

    0.51% of the 13F portfolio, value $1,440,496.

    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 10,759 shares
    Change vs previous 13F +2,470 shares

    0.46% of the 13F portfolio, value $1,191,455.

    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 8,289 shares
    Change vs previous 13F +2,491 shares

    0.35% of the 13F portfolio, value $772,367.

    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 5,798 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $550,861.

    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).