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Madson Wealth Advisors Inc: IJR position timeline

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

Madson Wealth Advisors Inc held 43,375 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,375 shares
    Change vs previous 13F +570 shares

    4.13% of the 13F portfolio, value $5,900,786.

    13F-HR 0002129795-26-000003 filed by Madson Wealth Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,805 shares
    Change vs previous 13F +2,954 shares

    4.32% of the 13F portfolio, value $6,348,385.

    13F-HR 0002129795-26-000002 filed by Madson Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 39,851 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $4,953,876.

    13F-HR 0002129795-26-000001 filed by Madson Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).