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Modern Wealth Management, LLC: GOOG position timeline

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

Modern Wealth Management, LLC held 110,883 GOOG 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 110,883 shares
    Change vs previous 13F +17,609 shares

    0.47% of the 13F portfolio, value $39,178,333.

    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 93,274 shares
    Change vs previous 13F +8,559 shares

    0.47% of the 13F portfolio, value $27,506,360.

    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 84,715 shares
    Change vs previous 13F -9,287 shares

    0.48% of the 13F portfolio, value $26,583,714.

    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 94,002 shares
    Change vs previous 13F +718 shares

    0.45% of the 13F portfolio, value $22,894,086.

    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 93,284 shares
    Change vs previous 13F +8,700 shares

    0.41% of the 13F portfolio, value $16,547,475.

    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 84,584 shares
    Change vs previous 13F +8,252 shares

    0.42% of the 13F portfolio, value $13,214,624.

    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 76,332 shares
    Change vs previous 13F +60,150 shares

    0.54% of the 13F portfolio, value $14,536,522.

    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 16,182 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,705,461.

    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).