Skip to main content

Medallion Wealth Advisors, LLC

SEC CIK
0002131139
Latest filing
Aug 14, 2026

CARM holding history

Carisma Therapeutics Inc. in every 13F filed by Medallion Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CARM overviewAll 13F holders of CARMFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of CARM by Medallion Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−100−100.0%Sold outHolders
Q3 2025100$27<0.1%00.0%UnchangedHolders
Q2 2025100$39<0.1%00.0%UnchangedHolders
Q1 2025100$31<0.1%00.0%UnchangedHolders
Q4 2024100$31<0.1%–No prior filingHolders