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Modern Wealth Management, LLC: CGDV position timeline

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

Modern Wealth Management, LLC held 455,153 CGDV 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 455,153 shares
    Change vs previous 13F -792 shares

    0.27% of the 13F portfolio, value $22,429,932.

    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 455,945 shares
    Change vs previous 13F -156,299 shares

    0.34% of the 13F portfolio, value $19,509,884.

    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 612,244 shares
    Change vs previous 13F +5,488 shares

    0.49% of the 13F portfolio, value $26,718,295.

    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 606,756 shares
    Change vs previous 13F -6,648 shares

    0.5% of the 13F portfolio, value $25,501,929.

    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 613,404 shares
    Change vs previous 13F +66,447 shares

    0.6% of the 13F portfolio, value $24,223,325.

    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 546,957 shares
    Change vs previous 13F +439,938 shares

    0.62% of the 13F portfolio, value $19,493,549.

    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 107,019 shares
    Change vs previous 13F +26,453 shares

    0.14% of the 13F portfolio, value $3,773,491.

    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 80,566 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,935,813.

    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).