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Madson Wealth Advisors Inc: SGOV position timeline

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

Madson Wealth Advisors Inc held 97,013 SGOV 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 97,013 shares
    Change vs previous 13F +5,851 shares

    6.83% of the 13F portfolio, value $9,767,246.

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

  2. period ended2026-06-30
    13F 91,162 shares
    Change vs previous 13F +14,851 shares

    6.24% of the 13F portfolio, value $9,177,265.

    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 76,311 shares
    Change vs previous 13F not available

    6.39% of the 13F portfolio, value $7,681,446.

    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).