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Modern Wealth Management, LLC: BGRN position timeline

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

Modern Wealth Management, LLC held 23,842 BGRN 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 23,842 shares
    Change vs previous 13F +2,061 shares

    0.01% of the 13F portfolio, value $1,131,832.

    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 21,781 shares
    Change vs previous 13F -8,687 shares

    0.02% of the 13F portfolio, value $1,029,476.

    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 30,468 shares
    Change vs previous 13F -2,030 shares

    0.03% of the 13F portfolio, value $1,460,497.

    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 32,498 shares
    Change vs previous 13F +1,780 shares

    0.03% of the 13F portfolio, value $1,564,056.

    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 30,718 shares
    Change vs previous 13F +13,529 shares

    0.04% of the 13F portfolio, value $1,464,319.

    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 17,189 shares
    Change vs previous 13F -1,221 shares

    0.03% of the 13F portfolio, value $814,063.

    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 18,410 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $858,267.

    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).