Medallion Wealth Advisors, LLC
Position in SUNS — Sunrise Realty Trust, Inc.
CIK 2131139
FARMINGTON, CT
Position in SUNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$387
+$12 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 71 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUNS Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $177,348 across 4 REIT - Mortgage names. SUNS ranks #3 (0.2% of the industry book) .
All Filings in SUNS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387 | 49 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $375 | 49 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $462 | 49 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $509 | 49 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $519 | 49 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $542 | 49 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $689 | 49 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||