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Madison Wealth Partners, Inc: IUSV position timeline

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

Madison Wealth Partners, Inc held 319,929 IUSV 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 319,929 shares
    Change vs previous 13F +7,804 shares

    4.48% of the 13F portfolio, value $35,240,170.

    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 312,125 shares
    Change vs previous 13F +176 shares

    5.09% of the 13F portfolio, value $31,914,787.

    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 311,949 shares
    Change vs previous 13F +13,170 shares

    5.84% of the 13F portfolio, value $31,987,231.

    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 298,779 shares
    Change vs previous 13F +11,134 shares

    5.9% of the 13F portfolio, value $29,862,925.

    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 287,645 shares
    Change vs previous 13F +6,684 shares

    5.94% of the 13F portfolio, value $27,219,820.

    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 280,961 shares
    Change vs previous 13F +39,758 shares

    6.4% of the 13F portfolio, value $25,929,903.

    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 241,203 shares
    Change vs previous 13F +2,813 shares

    6.24% of the 13F portfolio, value $22,332,945.

    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 238,390 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $22,763,899.

    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).