Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001420506-26-000742
Filing Date
2026-04-24
Accepted
2026-04-24 10:30:41
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-04-24

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2379
2 INFORMATION TABLE FOR MEDALLION WEALTH ADVISORS, LLC (9627) Form13F_InfoTable.html INFORMATION TABLE  
2 INFORMATION TABLE FOR MEDALLION WEALTH ADVISORS, LLC (9627) Form13F_InfoTable.xml INFORMATION TABLE 5814730
  Complete submission text file 0001420506-26-000742.txt   5818417
Mailing Address 2 BRIDGEWATER ROAD SUITE 201 FARMINGTON CT 06032
Business Address 2 BRIDGEWATER ROAD SUITE 201 FARMINGTON CT 06032 860-269-3031
Medallion Wealth Advisors, LLC (Filer) CIK: 0002131139 (see all company filings)

EIN.: 274101405 | State of Incorp.: CT | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-26824 | Film No.: 26891169