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Madison Wealth Partners, Inc: SCHF position timeline

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

Madison Wealth Partners, Inc held 221,464 SCHF 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 221,464 shares
    Change vs previous 13F +19,492 shares

    0.78% of the 13F portfolio, value $6,134,560.

    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 201,972 shares
    Change vs previous 13F +7,598 shares

    0.8% of the 13F portfolio, value $4,998,797.

    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 194,374 shares
    Change vs previous 13F +80,849 shares

    0.85% of the 13F portfolio, value $4,672,751.

    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 113,525 shares
    Change vs previous 13F +5,106 shares

    0.52% of the 13F portfolio, value $2,642,866.

    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 108,419 shares
    Change vs previous 13F +9,411 shares

    0.52% of the 13F portfolio, value $2,396,050.

    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 99,008 shares
    Change vs previous 13F +4,731 shares

    0.48% of the 13F portfolio, value $1,958,378.

    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 94,277 shares
    Change vs previous 13F +67,133 shares

    0.49% of the 13F portfolio, value $1,744,125.

    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 27,144 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,116,152.

    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).