Position in MSB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,372
-$7,688 QoQ
Shares Held
1,240
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#42
of 62 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSB Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $150,868 across 3 Steel names. MSB ranks #2 (20.8% of the industry book) .
All Filings in MSB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,372 | 1,240 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,060 | 1,240 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $47,764 | 1,240 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $36,294 | 1,240 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $29,710 | 1,240 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $33,728 | 1,240 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $34,856 | 1,240 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||