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Modern Wealth Management, LLC: CGMU position timeline

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

Modern Wealth Management, LLC held 196,849 CGMU 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 196,849 shares
    Change vs previous 13F +101,974 shares

    0.06% of the 13F portfolio, value $5,407,453.

    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 94,875 shares
    Change vs previous 13F -35,580 shares

    0.04% of the 13F portfolio, value $2,580,588.

    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 130,455 shares
    Change vs previous 13F -608 shares

    0.07% of the 13F portfolio, value $3,571,870.

    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 131,063 shares
    Change vs previous 13F +45,969 shares

    0.07% of the 13F portfolio, value $3,576,698.

    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 85,094 shares
    Change vs previous 13F +58,864 shares

    0.06% of the 13F portfolio, value $2,271,148.

    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 26,230 shares
    Change vs previous 13F +16,836 shares

    0.02% of the 13F portfolio, value $703,481.

    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 9,394 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $252,880.

    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).