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Madison Wealth Partners, Inc: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Madison Wealth Partners, Inc on AGG, newest first. How the timeline and the estimate are built.

Madison Wealth Partners, Inc held 9,151 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,151 shares
    Change vs previous 13F -1,324 shares

    0.12% of the 13F portfolio, value $905,766.

    13F-HR 0001104659-26-094666 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,475 shares
    Change vs previous 13F +1,295 shares

    0.17% of the 13F portfolio, value $1,039,899.

    13F-HR 0001104659-26-052362 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,180 shares
    Change vs previous 13F -678 shares

    0.17% of the 13F portfolio, value $916,902.

    13F-HR 0001104659-26-012404 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,858 shares
    Change vs previous 13F +1,185 shares

    0.2% of the 13F portfolio, value $988,263.

    13F-HR 0001104659-25-109982 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,673 shares
    Change vs previous 13F -123 shares

    0.19% of the 13F portfolio, value $860,398.

    13F-HR 0001951757-25-000996 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,796 shares
    Change vs previous 13F -75 shares

    0.21% of the 13F portfolio, value $870,131.

    13F-HR 0001951757-25-000413 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,871 shares
    Change vs previous 13F -948 shares

    0.24% of the 13F portfolio, value $859,590.

    13F-HR 0001951757-25-000215 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,819 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $994,400.

    13F-HR 0001951757-24-001116 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).