Skip to content
Disclosery

Madison Wealth Partners, Inc: BOXX position timeline

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

Madison Wealth Partners, Inc held 57,519 BOXX 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 57,519 shares
    Change vs previous 13F +18,733 shares

    0.86% of the 13F portfolio, value $6,734,891.

    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 38,786 shares
    Change vs previous 13F +3,022 shares

    0.72% of the 13F portfolio, value $4,510,426.

    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 35,764 shares
    Change vs previous 13F +4,828 shares

    0.75% of the 13F portfolio, value $4,116,382.

    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 30,936 shares
    Change vs previous 13F +8,984 shares

    0.7% of the 13F portfolio, value $3,522,424.

    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 21,952 shares
    Change vs previous 13F +5,174 shares

    0.54% of the 13F portfolio, value $2,473,599.

    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 16,778 shares
    Change vs previous 13F +8,576 shares

    0.46% of the 13F portfolio, value $1,870,587.

    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 8,202 shares
    Change vs previous 13F -1,639 shares

    0.25% of the 13F portfolio, value $904,473.

    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 9,841 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,071,964.

    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).