Modern Wealth Management, LLC: EMGF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on EMGF, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 85,519 EMGF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 85,519 sharesChange vs previous 13F -22,891 shares
0.07% of the 13F portfolio, value $6,265,149.
13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 108,410 sharesChange vs previous 13F -332 shares
0.11% of the 13F portfolio, value $6,627,122.
13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 108,742 sharesChange vs previous 13F -326 shares
0.11% of the 13F portfolio, value $6,290,701.
13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 109,068 sharesChange vs previous 13F +1,163 shares
0.12% of the 13F portfolio, value $6,171,063.
13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 107,905 sharesChange vs previous 13F -634 shares
0.14% of the 13F portfolio, value $5,618,596.
13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 108,539 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $5,077,475.
13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).