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
- period ended2026-06-3013F 20,935 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,588 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,674 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,248 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,038 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).