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Modern Wealth Management, LLC: GOOGL position timeline

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

Modern Wealth Management, LLC held 146,583 GOOGL 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 146,583 shares
    Change vs previous 13F +11,290 shares

    0.63% of the 13F portfolio, value $52,384,009.

    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 135,293 shares
    Change vs previous 13F +1,486 shares

    0.69% of the 13F portfolio, value $40,234,369.

    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 133,807 shares
    Change vs previous 13F -18,137 shares

    0.76% of the 13F portfolio, value $41,881,843.

    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 151,944 shares
    Change vs previous 13F +77,226 shares

    0.73% of the 13F portfolio, value $36,937,550.

    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 74,718 shares
    Change vs previous 13F +9,631 shares

    0.33% of the 13F portfolio, value $13,167,562.

    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 65,087 shares
    Change vs previous 13F +12,189 shares

    0.32% of the 13F portfolio, value $10,065,043.

    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 52,898 shares
    Change vs previous 13F +19,295 shares

    0.37% of the 13F portfolio, value $10,013,584.

    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 33,603 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,573,153.

    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).