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Madison Wealth Partners, Inc: MGEE position timeline

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

Madison Wealth Partners, Inc held 31,812 MGEE 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 31,812 shares
    Change vs previous 13F +81 shares

    0.33% of the 13F portfolio, value $2,593,978.

    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 31,731 shares
    Change vs previous 13F +2,746 shares

    0.39% of the 13F portfolio, value $2,452,463.

    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 28,985 shares
    Change vs previous 13F -543 shares

    0.41% of the 13F portfolio, value $2,273,008.

    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 29,528 shares
    Change vs previous 13F +4 shares

    0.49% of the 13F portfolio, value $2,485,627.

    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 29,524 shares
    Change vs previous 13F +294 shares

    0.57% of the 13F portfolio, value $2,611,071.

    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 29,230 shares
    Change vs previous 13F -1,267 shares

    0.67% of the 13F portfolio, value $2,717,183.

    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 30,497 shares
    Change vs previous 13F -1,312 shares

    0.8% of the 13F portfolio, value $2,865,537.

    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 31,809 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,908,944.

    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).