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Disclosery

Modern Wealth Management, LLC: ESGU position timeline

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

Modern Wealth Management, LLC held 8,581 ESGU 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 8,581 shares
    Change vs previous 13F -970 shares

    0.02% of the 13F portfolio, value $1,404,439.

    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 9,551 shares
    Change vs previous 13F -102 shares

    0.02% of the 13F portfolio, value $1,360,501.

    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 9,653 shares
    Change vs previous 13F +1,194 shares

    0.03% of the 13F portfolio, value $1,438,169.

    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 8,459 shares
    Change vs previous 13F -293 shares

    0.02% of the 13F portfolio, value $1,231,676.

    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 8,752 shares
    Change vs previous 13F -3,101 shares

    0.03% of the 13F portfolio, value $1,184,198.

    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 11,853 shares
    Change vs previous 13F +4,878 shares

    0.05% of the 13F portfolio, value $1,445,058.

    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 6,975 shares
    Change vs previous 13F -1,680 shares

    0.03% of the 13F portfolio, value $898,552.

    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 8,655 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,092,061.

    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).