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Modern Wealth Management, LLC: BKGI position timeline

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

Modern Wealth Management, LLC held 466,169 BKGI 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 466,169 shares
    Change vs previous 13F -4,899 shares

    0.25% of the 13F portfolio, value $20,963,616.

    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 471,068 shares
    Change vs previous 13F +9,025 shares

    0.36% of the 13F portfolio, value $20,924,859.

    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 462,043 shares
    Change vs previous 13F +7,593 shares

    0.34% of the 13F portfolio, value $18,638,803.

    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 454,450 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $17,694,023.

    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).