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Madison Wealth Partners, Inc: HELO position timeline

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

Madison Wealth Partners, Inc held 13,899 HELO 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 13,899 shares
    Change vs previous 13F +1,263 shares

    0.12% of the 13F portfolio, value $939,264.

    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 12,636 shares
    Change vs previous 13F +628 shares

    0.13% of the 13F portfolio, value $807,596.

    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 12,008 shares
    Change vs previous 13F +691 shares

    0.15% of the 13F portfolio, value $797,671.

    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 11,317 shares
    Change vs previous 13F +2,481 shares

    0.15% of the 13F portfolio, value $735,578.

    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 8,836 shares
    Change vs previous 13F +3,315 shares

    0.12% of the 13F portfolio, value $552,980.

    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 5,521 shares
    Change vs previous 13F +803 shares

    0.08% of the 13F portfolio, value $329,501.

    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 4,718 shares
    Change vs previous 13F +559 shares

    0.08% of the 13F portfolio, value $292,691.

    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 4,159 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $254,292.

    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).