Skip to main content

Medallion Wealth Advisors, LLC

SEC CIK
0002131139
Latest filing
Aug 14, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of DIA by Medallion Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−61−100.0%Sold outHolders
Q1 202561$25.6K<0.1%+33+117.9%AddedHolders
Q4 202428$11.9K<0.1%–No prior filingHolders