Entity type
Company
Filer Snapshot
MADISON WEALTH MANAGEMENT
CIK 0001801857. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
16
Latest filing
07 Nov 2023
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$475.68M
151 holdings for Q3 2023
Open portfolioLargest parsed holding
MSFT
$27.56M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View source filing
13F-HR filed on 07 Nov 2023 for CIK 0001801857.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$475.68MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$475.68MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FMSFT AAPL USFR GOOG BRKB+15 more
VOO CBRE FNDF GOOGL FNDA BN BAM LOW MA UNH XOM VB AMZN SCHW VUSBLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
MSFT AAPL USFR GOOG BRKB VOO CBRE FNDF+12 more
GOOGL FNDA BN BAM LOW MA UNH XOM VB AMZN SCHW VUSBHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 7755 Montgomery Road, Suite 350, Cincinnati, OH, 45236
- Incorporated in
- OH
- Fiscal year end
- 31 December
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about MADISON WEALTH MANAGEMENT
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $475.68M across 151 reported holdings for Q3 2023.
- Largest parsed 13F holding: MSFT at $27.56M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
23%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$110.61M
Compared with $475.68M total 13F value.
Top 5 net change
-$514.1K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: WMT ยท Largest trim: CVS
MSFT
AAPL
USFR
GOOG
BRKB
Other holdings
Latest update
What changed recently for MADISON WEALTH MANAGEMENT
Latest 13F period: Q3 2023. Open the source-backed page to inspect the fresh filing or facts context.
Update date
07 Nov 2023
Page type
Filer profile
Latest period
Q3 2023
Institutional portfolio context was refreshed from a 13F filing filed on 07 Nov 2023.
Benchmark Context
Benchmark context for this company
MADISON WEALTH MANAGEMENT has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q3 2023. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001801857 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
16
First seen
11 Feb 2020
Latest filing
07 Nov 2023
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 16 SEC filings for MADISON WEALTH MANAGEMENT.
13F-HR
13F-HR filing
- Filing date
- 07 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Aug 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 16 May 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Nov 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Aug 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 May 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Feb 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing