Ellsworth Fund shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Ellsworth Fund (ECF) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Ellsworth Fund
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Quarterly reported holdings in Ellsworth Fund by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.9k | 352 | 11.15 |
| 2025-12-31 | $4.1k | 352 | 11.63 |
| 2025-09-30 | $4.0k | 341 | 11.60 |
| 2025-06-30 | $3.5k | 341 | 10.25 |
| 2025-03-31 | $3.1k | 341 | 9.08 |
| 2024-12-31 | $3.1k | 341 | 9.08 |