Medallion Wealth Advisors, LLC

SEC CIK: 0002131139
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

VTR holding history

Ventas, 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.

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

Shares (Q2 2026): 1
Value: $89
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of VTR by Medallion Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1	$89	<0.1%	+1	New	Holders
Q2 2025	0	$0	0.0%	−1,550−100.0%	Sold out	Holders
Q1 2025	1,550	$107.4K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	1,550	$91.3K	<0.1%	–	No prior filing	Holders