Skip to content
Disclosery

Medallion Wealth Advisors, LLC: SPTI position timeline

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

Medallion Wealth Advisors, LLC held 280 SPTI 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 280 shares
    Change vs previous 13F -1,500 shares

    <0.01% of the 13F portfolio, value $7,949.

    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 1,780 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $51,015.

    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 1,855 shares
    Change vs previous 13F -10,850 shares

    0.02% of the 13F portfolio, value $53,498.

    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 12,705 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $367,175.

    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 12,755 shares
    Change vs previous 13F -4,000 shares

    0.14% of the 13F portfolio, value $365,049.

    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 16,755 shares
    Change vs previous 13F +5,000 shares

    0.22% of the 13F portfolio, value $478,468.

    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 11,755 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $332,629.

    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).