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Modern Wealth Management, LLC: GOVT position timeline

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

Modern Wealth Management, LLC held 1,275,472 GOVT 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 1,275,472 shares
    Change vs previous 13F +243,840 shares

    0.35% of the 13F portfolio, value $29,055,261.

    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 1,031,632 shares
    Change vs previous 13F +448,600 shares

    0.4% of the 13F portfolio, value $23,552,145.

    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 583,032 shares
    Change vs previous 13F +41,207 shares

    0.24% of the 13F portfolio, value $13,423,996.

    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 541,825 shares
    Change vs previous 13F -40,455 shares

    0.25% of the 13F portfolio, value $12,526,979.

    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 582,280 shares
    Change vs previous 13F +10,833 shares

    0.33% of the 13F portfolio, value $13,380,801.

    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 571,447 shares
    Change vs previous 13F +135,908 shares

    0.42% of the 13F portfolio, value $13,134,920.

    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 435,539 shares
    Change vs previous 13F +196,404 shares

    0.37% of the 13F portfolio, value $10,008,683.

    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 239,135 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,607,290.

    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).