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Modern Wealth Management, LLC: CGGO position timeline

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

Modern Wealth Management, LLC held 52,582 CGGO 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 52,582 shares
    Change vs previous 13F +383 shares

    0.03% of the 13F portfolio, value $2,225,789.

    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 52,199 shares
    Change vs previous 13F +101 shares

    0.03% of the 13F portfolio, value $1,773,194.

    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 52,098 shares
    Change vs previous 13F +1,245 shares

    0.03% of the 13F portfolio, value $1,805,190.

    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 50,853 shares
    Change vs previous 13F -409 shares

    0.03% of the 13F portfolio, value $1,737,660.

    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 51,262 shares
    Change vs previous 13F +1,452 shares

    0.04% of the 13F portfolio, value $1,638,846.

    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 49,810 shares
    Change vs previous 13F -693 shares

    0.05% of the 13F portfolio, value $1,411,117.

    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 50,503 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,475,698.

    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).