Medallion Wealth Advisors, LLC

SEC CIK: 0002131139
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

DPG holding history

Duff & Phelps Utility & Infrastructure Fund 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.

DPG overview All 13F holders of DPG Full 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 DPG by Medallion Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−298−100.0%	Sold out	Holders
Q1 2025	298	$3.64K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	298	$3.48K	<0.1%	–	No prior filing	Holders