Skip to content
Disclosery

Medallion Wealth Advisors, LLC: VFQY position timeline

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

Medallion Wealth Advisors, LLC held 28,760 VFQY 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 28,760 shares
    Change vs previous 13F +1,286 shares

    1.54% of the 13F portfolio, value $4,896,566.

    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 27,474 shares
    Change vs previous 13F +1,311 shares

    1.34% of the 13F portfolio, value $4,100,033.

    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 26,163 shares
    Change vs previous 13F +1,546 shares

    1.35% of the 13F portfolio, value $4,013,668.

    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 24,617 shares
    Change vs previous 13F +1,983 shares

    1.32% of the 13F portfolio, value $3,712,778.

    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 22,634 shares
    Change vs previous 13F +1,594 shares

    1.27% of the 13F portfolio, value $3,293,658.

    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 21,040 shares
    Change vs previous 13F +2,510 shares

    1.28% of the 13F portfolio, value $2,824,425.

    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 18,530 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,610,304.

    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).