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Madison Wealth Partners, Inc: SCHA position timeline

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

Madison Wealth Partners, Inc held 11,925 SCHA 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 11,925 shares
    Change vs previous 13F +1,540 shares

    0.05% of the 13F portfolio, value $430,841.

    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 10,385 shares
    Change vs previous 13F +3,337 shares

    0.05% of the 13F portfolio, value $301,992.

    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 7,048 shares
    Change vs previous 13F -1,509 shares

    0.04% of the 13F portfolio, value $200,725.

    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 8,557 shares
    Change vs previous 13F -27 shares

    0.05% of the 13F portfolio, value $238,727.

    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 8,584 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $217,179.

    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 8,579 shares
    Change vs previous 13F -20,386 shares

    0.05% of the 13F portfolio, value $201,002.

    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 28,965 shares
    Change vs previous 13F +13,973 shares

    0.21% of the 13F portfolio, value $749,027.

    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 14,992 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $772,111.

    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).