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Modern Wealth Management, LLC: GCOW position timeline

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

Modern Wealth Management, LLC held 27,757 GCOW 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 27,757 shares
    Change vs previous 13F -28,853 shares

    0.01% of the 13F portfolio, value $1,201,877.

    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 56,610 shares
    Change vs previous 13F -1,567 shares

    0.04% of the 13F portfolio, value $2,610,272.

    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 58,177 shares
    Change vs previous 13F +755 shares

    0.04% of the 13F portfolio, value $2,398,058.

    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 57,422 shares
    Change vs previous 13F +1,954 shares

    0.05% of the 13F portfolio, value $2,275,061.

    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 55,468 shares
    Change vs previous 13F -3,974 shares

    0.05% of the 13F portfolio, value $2,106,120.

    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 59,442 shares
    Change vs previous 13F +2,326 shares

    0.07% of the 13F portfolio, value $2,198,159.

    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 57,116 shares
    Change vs previous 13F -97,320 shares

    0.07% of the 13F portfolio, value $1,927,080.

    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 154,436 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,635,384.

    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).