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Madison Wealth Partners, Inc: DGRO position timeline

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

Madison Wealth Partners, Inc held 266,037 DGRO 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 266,037 shares
    Change vs previous 13F -429 shares

    2.57% of the 13F portfolio, value $20,162,909.

    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 266,466 shares
    Change vs previous 13F -381,088 shares

    2.98% of the 13F portfolio, value $18,700,606.

    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 647,554 shares
    Change vs previous 13F +15,020 shares

    8.2% of the 13F portfolio, value $44,953,213.

    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 632,534 shares
    Change vs previous 13F +15,802 shares

    8.51% of the 13F portfolio, value $43,062,886.

    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 616,732 shares
    Change vs previous 13F +4,706 shares

    8.61% of the 13F portfolio, value $39,433,849.

    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 612,026 shares
    Change vs previous 13F -282,649 shares

    9.33% of the 13F portfolio, value $37,810,977.

    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 894,675 shares
    Change vs previous 13F +50,526 shares

    15.34% of the 13F portfolio, value $54,879,341.

    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 844,149 shares
    Change vs previous 13F not available

    15.67% of the 13F portfolio, value $52,919,680.

    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).