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Modern Wealth Management, LLC: BUL position timeline

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

Modern Wealth Management, LLC held 30,766 BUL 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 30,766 shares
    Change vs previous 13F -38,656 shares

    0.02% of the 13F portfolio, value $1,813,986.

    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 69,422 shares
    Change vs previous 13F -36,948 shares

    0.07% of the 13F portfolio, value $3,800,134.

    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 106,370 shares
    Change vs previous 13F -20,313 shares

    0.11% of the 13F portfolio, value $5,859,908.

    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 126,683 shares
    Change vs previous 13F -25,867 shares

    0.13% of the 13F portfolio, value $6,629,306.

    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 152,550 shares
    Change vs previous 13F -6,575 shares

    0.19% of the 13F portfolio, value $7,514,622.

    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 159,125 shares
    Change vs previous 13F +1,392 shares

    0.22% of the 13F portfolio, value $6,991,968.

    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 157,733 shares
    Change vs previous 13F -2,090 shares

    0.27% of the 13F portfolio, value $7,312,506.

    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 159,823 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,367,828.

    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).