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Madson Wealth Advisors IncETFConcentrated trader

CIK: 0002129795 | SANTA ROSA, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR93$143.6M2026-10-13SEC ↗
Q2 2026
13F-HR97$147.1M2026-07-21SEC ↗
Q1 2026
13F-HR84$120.3M2026-04-21SEC ↗