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Madison Wealth Partners, Inc: FBND position timeline

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

Madison Wealth Partners, Inc held 109,301 FBND 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 109,301 shares
    Change vs previous 13F -509 shares

    0.63% of the 13F portfolio, value $4,972,082.

    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 109,810 shares
    Change vs previous 13F -1,933 shares

    0.8% of the 13F portfolio, value $5,009,526.

    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 111,743 shares
    Change vs previous 13F +2,981 shares

    0.94% of the 13F portfolio, value $5,144,668.

    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 108,762 shares
    Change vs previous 13F -24,914 shares

    0.99% of the 13F portfolio, value $5,029,138.

    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 133,676 shares
    Change vs previous 13F +10,945 shares

    1.33% of the 13F portfolio, value $6,115,673.

    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 122,731 shares
    Change vs previous 13F -12,186 shares

    1.38% of the 13F portfolio, value $5,602,687.

    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 134,917 shares
    Change vs previous 13F +31,777 shares

    1.69% of the 13F portfolio, value $6,053,746.

    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 103,140 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $4,820,782.

    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).