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Madison Wealth Partners, Inc: MUB position timeline

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

Madison Wealth Partners, Inc held 19,681 MUB 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 19,681 shares
    Change vs previous 13F +450 shares

    0.27% of the 13F portfolio, value $2,118,072.

    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 19,231 shares
    Change vs previous 13F +521 shares

    0.33% of the 13F portfolio, value $2,041,358.

    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 18,710 shares
    Change vs previous 13F -513 shares

    0.37% of the 13F portfolio, value $2,004,068.

    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 19,223 shares
    Change vs previous 13F +1,847 shares

    0.4% of the 13F portfolio, value $2,047,070.

    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 17,376 shares
    Change vs previous 13F -4,560 shares

    0.4% of the 13F portfolio, value $1,815,411.

    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 21,936 shares
    Change vs previous 13F -714 shares

    0.57% of the 13F portfolio, value $2,312,885.

    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 22,650 shares
    Change vs previous 13F -2,221 shares

    0.67% of the 13F portfolio, value $2,413,377.

    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 24,871 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,701,697.

    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).