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Madison Wealth Partners, Inc: IVV position timeline

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

Madison Wealth Partners, Inc held 36,658 IVV 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 36,658 shares
    Change vs previous 13F +811 shares

    3.49% of the 13F portfolio, value $27,452,962.

    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 35,847 shares
    Change vs previous 13F +1,196 shares

    3.73% of the 13F portfolio, value $23,415,851.

    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 34,651 shares
    Change vs previous 13F +1,006 shares

    4.33% of the 13F portfolio, value $23,734,138.

    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 33,645 shares
    Change vs previous 13F +53 shares

    4.45% of the 13F portfolio, value $22,518,524.

    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 33,592 shares
    Change vs previous 13F +1,922 shares

    4.55% of the 13F portfolio, value $20,857,232.

    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 31,670 shares
    Change vs previous 13F +1,210 shares

    4.39% of the 13F portfolio, value $17,795,640.

    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 30,460 shares
    Change vs previous 13F +772 shares

    5.01% of the 13F portfolio, value $17,930,961.

    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 29,688 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $17,124,871.

    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).