Medallion Wealth Advisors, LLC

SEC CIK: 0002131139
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

LITE holding history

Lumentum Holdings 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.

LITE overview All 13F holders of LITE Full Q2 2026 holdings

Shares (Q2 2026): 2
Value: $1.72K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of LITE by Medallion Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2	$1.72K	<0.1%	+2	New	Holders
Q2 2025	0	$0	0.0%	−28−100.0%	Sold out	Holders
Q1 2025	28	$1.78K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	28	$2.35K	<0.1%	–	No prior filing	Holders