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Madison Wealth Partners, Inc: IJR position timeline

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

Madison Wealth Partners, Inc held 62,525 IJR 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 62,525 shares
    Change vs previous 13F +1,578 shares

    1.18% of the 13F portfolio, value $9,273,125.

    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 60,947 shares
    Change vs previous 13F -285 shares

    1.21% of the 13F portfolio, value $7,576,268.

    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 61,232 shares
    Change vs previous 13F -184,638 shares

    1.34% of the 13F portfolio, value $7,358,819.

    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 245,870 shares
    Change vs previous 13F +763 shares

    5.78% of the 13F portfolio, value $29,216,690.

    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 245,107 shares
    Change vs previous 13F +29,403 shares

    5.85% of the 13F portfolio, value $26,787,707.

    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 215,704 shares
    Change vs previous 13F +163,653 shares

    5.57% of the 13F portfolio, value $22,556,183.

    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 52,051 shares
    Change vs previous 13F -172 shares

    1.68% of the 13F portfolio, value $5,997,261.

    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 52,223 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $6,108,041.

    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).