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Madison Wealth Partners, Inc: RSP position timeline

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

Madison Wealth Partners, Inc held 15,243 RSP 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 15,243 shares
    Change vs previous 13F -873 shares

    0.41% of the 13F portfolio, value $3,243,253.

    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 16,116 shares
    Change vs previous 13F -250 shares

    0.49% of the 13F portfolio, value $3,092,983.

    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 16,366 shares
    Change vs previous 13F -5,869 shares

    0.57% of the 13F portfolio, value $3,135,071.

    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 22,235 shares
    Change vs previous 13F -1,368 shares

    0.83% of the 13F portfolio, value $4,217,980.

    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 23,603 shares
    Change vs previous 13F -3,950 shares

    0.94% of the 13F portfolio, value $4,289,609.

    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 27,553 shares
    Change vs previous 13F +123 shares

    1.18% of the 13F portfolio, value $4,773,006.

    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 27,430 shares
    Change vs previous 13F -138 shares

    1.34% of the 13F portfolio, value $4,806,559.

    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 27,568 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,939,083.

    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).