Position in WKHS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3
+$0 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 63 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WKHS Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $1,178,031 across 9 Auto Manufacturers names. WKHS ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,421 | $597,672 | |
| 2 | F |
Ford Motor Co
|
34,616 | $481,162 | |
| 3 | GM |
General Motors Co
|
591 | $45,554 | |
| 4 | STLA |
Stellantis N.V.
|
3,400 | $19,516 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,103 | $19,137 | |
| 6 | TM |
Toyota Motor Corp/
|
41 | $6,905 | |
| 7 | LCID |
Lucid Group, Inc.
|
793 | $5,305 | |
| 8 | NIO |
NIO Inc.
|
549 | $2,777 |
All Filings in WKHS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3 | 1 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3 | 1 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5 | 1 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1 | 1 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $1 | 1 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $1 | 1 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $1 | 2 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||