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Madison Wealth Partners, Inc: SCHB position timeline

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

Madison Wealth Partners, Inc held 370,377 SCHB 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 370,377 shares
    Change vs previous 13F -7,935 shares

    1.36% of the 13F portfolio, value $10,726,106.

    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 378,312 shares
    Change vs previous 13F +9,196 shares

    1.51% of the 13F portfolio, value $9,495,640.

    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 369,116 shares
    Change vs previous 13F -161,008 shares

    1.77% of the 13F portfolio, value $9,681,915.

    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 530,124 shares
    Change vs previous 13F +14,389 shares

    2.69% of the 13F portfolio, value $13,629,501.

    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 515,735 shares
    Change vs previous 13F -14,708 shares

    2.68% of the 13F portfolio, value $12,289,964.

    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 530,443 shares
    Change vs previous 13F +30,916 shares

    2.82% of the 13F portfolio, value $11,420,430.

    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 499,527 shares
    Change vs previous 13F +340,476 shares

    3.17% of the 13F portfolio, value $11,339,254.

    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 159,051 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $10,580,042.

    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).