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Madison Wealth Partners, Inc: BRK-B position timeline

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

Madison Wealth Partners, Inc held 6,331 BRK-B 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 6,331 shares
    Change vs previous 13F -39 shares

    0.4% of the 13F portfolio, value $3,168,192.

    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 6,370 shares
    Change vs previous 13F +324 shares

    0.49% of the 13F portfolio, value $3,052,626.

    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 6,046 shares
    Change vs previous 13F +2,281 shares

    0.55% of the 13F portfolio, value $3,038,782.

    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 3,765 shares
    Change vs previous 13F -783 shares

    0.37% of the 13F portfolio, value $1,892,837.

    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 4,548 shares
    Change vs previous 13F +144 shares

    0.48% of the 13F portfolio, value $2,209,292.

    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 4,404 shares
    Change vs previous 13F +87 shares

    0.58% of the 13F portfolio, value $2,345,494.

    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 4,317 shares
    Change vs previous 13F +700 shares

    0.55% of the 13F portfolio, value $1,956,819.

    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 3,617 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,664,770.

    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).