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Madison Wealth Partners, Inc: IJH position timeline

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

Madison Wealth Partners, Inc held 194,744 IJH 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 194,744 shares
    Change vs previous 13F +2,877 shares

    1.91% of the 13F portfolio, value $15,016,714.

    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 191,867 shares
    Change vs previous 13F -1,981 shares

    2.07% of the 13F portfolio, value $12,956,782.

    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 193,848 shares
    Change vs previous 13F +2,233 shares

    2.33% of the 13F portfolio, value $12,793,975.

    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 191,615 shares
    Change vs previous 13F +1,489 shares

    2.47% of the 13F portfolio, value $12,504,820.

    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 190,126 shares
    Change vs previous 13F +338 shares

    2.57% of the 13F portfolio, value $11,791,618.

    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 189,788 shares
    Change vs previous 13F +2,760 shares

    2.73% of the 13F portfolio, value $11,074,151.

    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 187,028 shares
    Change vs previous 13F +1,557 shares

    3.26% of the 13F portfolio, value $11,653,728.

    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 185,471 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $11,558,570.

    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).