Skip to content
Disclosery

Medallion Wealth Advisors, LLC: UI position timeline

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

Medallion Wealth Advisors, LLC held 833 UI 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 833 shares
    Change vs previous 13F -387 shares

    0.14% of the 13F portfolio, value $444,846.

    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 1,220 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $964,154.

    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 1,220 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $675,087.

    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 1,220 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $805,909.

    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 1,220 shares
    Change vs previous 13F -700 shares

    0.19% of the 13F portfolio, value $500,076.

    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 1,920 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $596,726.

    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 1,920 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $628,438.

    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).