Skip to content
Disclosery

Modern Wealth Management, LLC: BP position timeline

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

Modern Wealth Management, LLC held 32,415 BP 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 32,415 shares
    Change vs previous 13F +2,433 shares

    0.01% of the 13F portfolio, value $1,197,739.

    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 29,982 shares
    Change vs previous 13F -3,229 shares

    0.02% of the 13F portfolio, value $1,384,271.

    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 33,211 shares
    Change vs previous 13F -1,856 shares

    0.02% of the 13F portfolio, value $1,153,430.

    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 35,067 shares
    Change vs previous 13F +275 shares

    0.02% of the 13F portfolio, value $1,208,390.

    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 34,792 shares
    Change vs previous 13F +8,549 shares

    0.03% of the 13F portfolio, value $1,041,338.

    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 26,243 shares
    Change vs previous 13F -910 shares

    0.03% of the 13F portfolio, value $886,734.

    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 27,153 shares
    Change vs previous 13F +3,127 shares

    0.03% of the 13F portfolio, value $802,652.

    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 24,026 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $754,177.

    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).