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Modern Wealth Management, LLC: GD position timeline

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

Modern Wealth Management, LLC held 6,007 GD 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 6,007 shares
    Change vs previous 13F +99 shares

    0.03% of the 13F portfolio, value $2,128,120.

    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 5,908 shares
    Change vs previous 13F -501 shares

    0.04% of the 13F portfolio, value $2,071,027.

    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 6,409 shares
    Change vs previous 13F +285 shares

    0.04% of the 13F portfolio, value $2,157,944.

    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 6,124 shares
    Change vs previous 13F +3,271 shares

    0.04% of the 13F portfolio, value $2,088,409.

    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 2,853 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $832,163.

    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 2,775 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $756,208.

    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 2,752 shares
    Change vs previous 13F +558 shares

    0.03% of the 13F portfolio, value $724,931.

    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 2,194 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $662,832.

    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).