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Madison Wealth Partners, Inc: UBND position timeline

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

Madison Wealth Partners, Inc held 1,707,703 UBND 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 1,707,703 shares
    Change vs previous 13F +103,945 shares

    4.72% of the 13F portfolio, value $37,099,840.

    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 1,603,758 shares
    Change vs previous 13F +1,229,384 shares

    5.57% of the 13F portfolio, value $34,929,839.

    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 374,374 shares
    Change vs previous 13F +148,301 shares

    1.5% of the 13F portfolio, value $8,236,237.

    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 226,073 shares
    Change vs previous 13F +65,867 shares

    0.99% of the 13F portfolio, value $4,984,902.

    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 160,206 shares
    Change vs previous 13F -4,753 shares

    0.76% of the 13F portfolio, value $3,500,501.

    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 164,959 shares
    Change vs previous 13F +17,183 shares

    0.89% of the 13F portfolio, value $3,596,102.

    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 147,776 shares
    Change vs previous 13F +26,020 shares

    0.88% of the 13F portfolio, value $3,157,973.

    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 121,756 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,708,725.

    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).