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Madson Wealth Advisors Inc: IVV position timeline

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

Madson Wealth Advisors Inc held 7,820 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,820 shares
    Change vs previous 13F -1,261 shares

    3.98% of the 13F portfolio, value $5,856,004.

    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).

  2. period ended2026-03-31
    13F 9,081 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $5,931,960.

    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).