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Madison Wealth Partners, Inc: VIG position timeline

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

Madison Wealth Partners, Inc held 31,081 VIG 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 31,081 shares
    Change vs previous 13F +3,290 shares

    0.94% of the 13F portfolio, value $7,354,410.

    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 27,791 shares
    Change vs previous 13F +1,021 shares

    0.95% of the 13F portfolio, value $5,976,637.

    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 26,770 shares
    Change vs previous 13F +2,320 shares

    1.07% of the 13F portfolio, value $5,883,417.

    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 24,450 shares
    Change vs previous 13F +675 shares

    1.04% of the 13F portfolio, value $5,276,161.

    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 23,775 shares
    Change vs previous 13F +471 shares

    1.06% of the 13F portfolio, value $4,865,989.

    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 23,304 shares
    Change vs previous 13F +559 shares

    1.12% of the 13F portfolio, value $4,520,719.

    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 22,745 shares
    Change vs previous 13F -198 shares

    1.24% of the 13F portfolio, value $4,454,248.

    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 22,943 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,544,064.

    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).