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Madison Wealth Partners, Inc: IUSG position timeline

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

Madison Wealth Partners, Inc held 409,922 IUSG 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 409,922 shares
    Change vs previous 13F -632 shares

    9.81% of the 13F portfolio, value $77,102,171.

    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 410,554 shares
    Change vs previous 13F +9,295 shares

    10.16% of the 13F portfolio, value $63,681,004.

    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 401,259 shares
    Change vs previous 13F +8,274 shares

    12.3% of the 13F portfolio, value $67,387,378.

    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 392,985 shares
    Change vs previous 13F -15,148 shares

    12.79% of the 13F portfolio, value $64,661,826.

    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 408,133 shares
    Change vs previous 13F +17,985 shares

    13.4% of the 13F portfolio, value $61,383,162.

    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 390,148 shares
    Change vs previous 13F +667 shares

    12.24% of the 13F portfolio, value $49,579,999.

    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 389,481 shares
    Change vs previous 13F +48,108 shares

    15.17% of the 13F portfolio, value $54,274,183.

    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 341,373 shares
    Change vs previous 13F not available

    13.34% of the 13F portfolio, value $45,030,527.

    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).