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Madson Wealth Advisors Inc: IWR position timeline

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

Madson Wealth Advisors Inc held 3,147 IWR 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 3,147 shares
    Change vs previous 13F -640 shares

    0.24% of the 13F portfolio, value $347,182.

    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 3,787 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $368,194.

    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).