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Madison Wealth Partners, Inc: QQQ position timeline

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

Madison Wealth Partners, Inc held 19,272 QQQ 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 19,272 shares
    Change vs previous 13F +1,064 shares

    1.81% of the 13F portfolio, value $14,192,222.

    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 18,208 shares
    Change vs previous 13F -795 shares

    1.68% of the 13F portfolio, value $10,509,201.

    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 19,003 shares
    Change vs previous 13F +1,094 shares

    2.13% of the 13F portfolio, value $11,673,728.

    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 17,909 shares
    Change vs previous 13F +166 shares

    2.13% of the 13F portfolio, value $10,752,288.

    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 17,743 shares
    Change vs previous 13F +281 shares

    2.14% of the 13F portfolio, value $9,787,635.

    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 17,462 shares
    Change vs previous 13F -174 shares

    2.02% of the 13F portfolio, value $8,188,335.

    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 17,636 shares
    Change vs previous 13F -1,193 shares

    2.52% of the 13F portfolio, value $9,015,822.

    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 18,829 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $9,189,719.

    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).