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Madison Wealth Partners, Inc: FHEQ position timeline

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

Madison Wealth Partners, Inc held 20,935 FHEQ 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 20,935 shares
    Change vs previous 13F +2,347 shares

    0.09% of the 13F portfolio, value $689,405.

    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 18,588 shares
    Change vs previous 13F +2,914 shares

    0.09% of the 13F portfolio, value $546,868.

    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 15,674 shares
    Change vs previous 13F +5,426 shares

    0.09% of the 13F portfolio, value $484,478.

    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 10,248 shares
    Change vs previous 13F +3,210 shares

    0.06% of the 13F portfolio, value $314,422.

    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 7,038 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $202,835.

    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).