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Disclosery

Madison Wealth Partners, Inc: CGDV position timeline

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

Madison Wealth Partners, Inc held 630,760 CGDV 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 630,760 shares
    Change vs previous 13F +11,675 shares

    3.96% of the 13F portfolio, value $31,083,836.

    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 619,085 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $26,335,869.

    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).