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Madison Wealth Partners, Inc: IXUS position timeline

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

Madison Wealth Partners, Inc held 100,263 IXUS 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 100,263 shares
    Change vs previous 13F +920 shares

    1.22% of the 13F portfolio, value $9,569,060.

    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 99,343 shares
    Change vs previous 13F +1,271 shares

    1.37% of the 13F portfolio, value $8,607,058.

    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 98,072 shares
    Change vs previous 13F +1,009 shares

    1.51% of the 13F portfolio, value $8,300,812.

    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 97,063 shares
    Change vs previous 13F +1,331 shares

    1.58% of the 13F portfolio, value $8,015,458.

    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 95,732 shares
    Change vs previous 13F +3,432 shares

    1.62% of the 13F portfolio, value $7,401,011.

    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 92,300 shares
    Change vs previous 13F +330 shares

    1.59% of the 13F portfolio, value $6,443,461.

    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 91,970 shares
    Change vs previous 13F -2,023 shares

    1.7% of the 13F portfolio, value $6,082,906.

    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 93,993 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $6,826,692.

    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).