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Madison Wealth Partners, Inc: CGMU position timeline

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

Madison Wealth Partners, Inc held 41,831 CGMU 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 41,831 shares
    Change vs previous 13F +53 shares

    0.15% of the 13F portfolio, value $1,149,100.

    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 41,778 shares
    Change vs previous 13F +2,114 shares

    0.18% of the 13F portfolio, value $1,134,272.

    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 39,664 shares
    Change vs previous 13F -1,238 shares

    0.2% of the 13F portfolio, value $1,085,997.

    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 40,902 shares
    Change vs previous 13F +2,126 shares

    0.22% of the 13F portfolio, value $1,116,227.

    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 38,776 shares
    Change vs previous 13F +8,947 shares

    0.23% of the 13F portfolio, value $1,034,920.

    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 29,829 shares
    Change vs previous 13F -3,697 shares

    0.2% of the 13F portfolio, value $800,011.

    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 33,526 shares
    Change vs previous 13F -1,180 shares

    0.25% of the 13F portfolio, value $902,529.

    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 34,706 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $953,020.

    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).