Skip to content
Disclosery

Madison Wealth Partners, Inc: SUB position timeline

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

Madison Wealth Partners, Inc held 4,881 SUB 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 4,881 shares
    Change vs previous 13F +14 shares

    0.07% of the 13F portfolio, value $519,651.

    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 4,867 shares
    Change vs previous 13F +462 shares

    0.08% of the 13F portfolio, value $518,336.

    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 4,405 shares
    Change vs previous 13F -661 shares

    0.09% of the 13F portfolio, value $469,966.

    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 5,066 shares
    Change vs previous 13F +372 shares

    0.11% of the 13F portfolio, value $540,916.

    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 4,694 shares
    Change vs previous 13F -99 shares

    0.11% of the 13F portfolio, value $499,187.

    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 4,793 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $506,146.

    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 4,789 shares
    Change vs previous 13F -516 shares

    0.14% of the 13F portfolio, value $505,164.

    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 5,305 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $563,369.

    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).