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Disclosery

Modern Wealth Management, LLC: COP position timeline

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

Modern Wealth Management, LLC held 12,741 COP 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 12,741 shares
    Change vs previous 13F -2,304 shares

    0.02% of the 13F portfolio, value $1,324,587.

    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 15,045 shares
    Change vs previous 13F -1,552 shares

    0.03% of the 13F portfolio, value $1,931,587.

    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 16,597 shares
    Change vs previous 13F -1,310 shares

    0.03% of the 13F portfolio, value $1,553,738.

    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 17,907 shares
    Change vs previous 13F +157 shares

    0.03% of the 13F portfolio, value $1,693,882.

    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 17,750 shares
    Change vs previous 13F +2,601 shares

    0.04% of the 13F portfolio, value $1,592,922.

    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 15,149 shares
    Change vs previous 13F +2,379 shares

    0.05% of the 13F portfolio, value $1,590,997.

    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 12,770 shares
    Change vs previous 13F +4,212 shares

    0.05% of the 13F portfolio, value $1,266,380.

    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 8,558 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $900,972.

    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).