Modern Wealth Management, LLC: APA position timeline

Modern Wealth Management, LLC held 10,057 APA 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 10,057 shares

   Change vs previous 13F +1,755 shares

   <0.01% of the 13F portfolio, value $327,570.

   13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,302 shares

   Change vs previous 13F +8,302 shares

   0.01% of the 13F portfolio, value $343,294.

   13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-06-30

   13F/A 0 shares

   Change vs previous 13F -13,121 shares

   13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-03-31

   13F/A 13,121 shares

   Change vs previous 13F -48 shares

   0.01% of the 13F portfolio, value $275,794.

   13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
   Filed 2025-06-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-12-31

   13F/A 13,169 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $304,083.

   13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
   Filed 2025-05-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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