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Medallion Wealth Advisors, LLC: TOTL position timeline

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

Medallion Wealth Advisors, LLC held 51,681 TOTL 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 51,681 shares
    Change vs previous 13F -3,173 shares

    0.64% of the 13F portfolio, value $2,039,822.

    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 54,854 shares
    Change vs previous 13F +2,988 shares

    0.71% of the 13F portfolio, value $2,179,361.

    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 51,866 shares
    Change vs previous 13F +2,126 shares

    0.7% of the 13F portfolio, value $2,087,602.

    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 49,740 shares
    Change vs previous 13F +1,249 shares

    0.72% of the 13F portfolio, value $2,017,946.

    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 48,491 shares
    Change vs previous 13F +6,523 shares

    0.75% of the 13F portfolio, value $1,935,764.

    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 41,968 shares
    Change vs previous 13F +5,658 shares

    0.77% of the 13F portfolio, value $1,686,506.

    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 36,310 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,416,795.

    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).