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Disclosery

Modern Wealth Management, LLC: EOG position timeline

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

Modern Wealth Management, LLC held 4,480 EOG 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 4,480 shares
    Change vs previous 13F +2,897 shares

    0.01% of the 13F portfolio, value $581,208.

    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 1,583 shares
    Change vs previous 13F +1,583 shares

    <0.01% of the 13F portfolio, value $222,299.

    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 ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -1,785 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F/A 1,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $228,821.

    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).