Skip to content
Disclosery

Madison Wealth Partners, Inc: USTB position timeline

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

Madison Wealth Partners, Inc held 67,190 USTB 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 67,190 shares
    Change vs previous 13F +8,152 shares

    0.43% of the 13F portfolio, value $3,401,178.

    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 59,038 shares
    Change vs previous 13F +23,446 shares

    0.48% of the 13F portfolio, value $2,986,126.

    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 35,592 shares
    Change vs previous 13F -2,898 shares

    0.33% of the 13F portfolio, value $1,809,475.

    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 38,490 shares
    Change vs previous 13F +10,304 shares

    0.39% of the 13F portfolio, value $1,962,619.

    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 28,186 shares
    Change vs previous 13F +3,828 shares

    0.31% of the 13F portfolio, value $1,432,419.

    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 24,358 shares
    Change vs previous 13F +9,018 shares

    0.3% of the 13F portfolio, value $1,233,733.

    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 15,340 shares
    Change vs previous 13F +10,086 shares

    0.22% of the 13F portfolio, value $770,078.

    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 5,254 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $266,956.

    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).