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Disclosery

Madison Wealth Partners, Inc: PTY position timeline

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

Madison Wealth Partners, Inc held 14,622 PTY 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 14,622 shares
    Change vs previous 13F -5,000 shares

    0.02% of the 13F portfolio, value $175,902.

    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 19,622 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $236,641.

    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 19,622 shares
    Change vs previous 13F -21,248 shares

    0.05% of the 13F portfolio, value $253,123.

    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 40,870 shares
    Change vs previous 13F +1,335 shares

    0.12% of the 13F portfolio, value $590,169.

    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 39,535 shares
    Change vs previous 13F -4,991 shares

    0.12% of the 13F portfolio, value $549,938.

    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 44,526 shares
    Change vs previous 13F +548 shares

    0.16% of the 13F portfolio, value $643,842.

    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 43,978 shares
    Change vs previous 13F +1,653 shares

    0.18% of the 13F portfolio, value $631,964.

    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 42,325 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $609,052.

    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).