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Madison Wealth Partners, Inc: VPU position timeline

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

Madison Wealth Partners, Inc held 1,143 VPU 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 1,143 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $223,700.

    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 1,136 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $225,144.

    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 1,130 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $209,051.

    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 1,122 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $212,607.

    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).