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Modern Wealth Management, LLC: AGZD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on AGZD, newest first. How the timeline and the estimate are built.

Modern Wealth Management, LLC held 106,908 AGZD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,908 shares
    Change vs previous 13F -20,025 shares

    0.03% of the 13F portfolio, value $2,417,197.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    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 126,933 shares
    Change vs previous 13F -25,045 shares

    0.05% of the 13F portfolio, value $2,857,264.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 151,978 shares
    Change vs previous 13F -14,627 shares

    0.06% of the 13F portfolio, value $3,417,225.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 166,605 shares
    Change vs previous 13F -28,778 shares

    0.07% of the 13F portfolio, value $3,748,611.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 195,383 shares
    Change vs previous 13F -3,250 shares

    0.11% of the 13F portfolio, value $4,343,360.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 198,633 shares
    Change vs previous 13F -2,690 shares

    0.14% of the 13F portfolio, value $4,439,457.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 201,323 shares
    Change vs previous 13F -827,910 shares

    0.17% of the 13F portfolio, value $4,521,713.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,029,233 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $23,075,414.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).