Medallion Wealth Advisors, LLC IRBT β€” IROBOT CORP

Ownership history in Medallion Wealth Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Medallion Wealth Advisors, LLC reported IROBOT CORP (IRBT) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows IRBT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IRBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Medallion Wealth Advisors, LLC's position in IROBOT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IRBT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Medallion Wealth Advisors, LLC held IRBT β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 250 β€” β€” 0.00% $620 2026-04-24 β€”

🏒 Other funds also holding IRBT

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% KELLEHER FINANCIAL ADVISORS 3Y 7Y 0.0% Banque Cantonale Vaudoise 3Y 0.0%

FAQ About Medallion Wealth Advisors, LLC and IRBT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Medallion Wealth Advisors, LLC reported owning IRBT?

Medallion Wealth Advisors, LLC reported IRBT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IRBT position in Medallion Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IRBT was 0.00% in 2026 Q1.

What is the latest reported IRBT position on this page?

The most recent filing on this page is 2026 Q1, when Medallion Wealth Advisors, LLC reported 250 shares, equal to 0.00% of portfolio, with an estimated market value of $620.

What does the chart on this IRBT ownership page compare?

The chart compares Medallion Wealth Advisors, LLC's quarterly IRBT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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