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Modern Wealth Management, LLC: GPIQ position timeline

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

Modern Wealth Management, LLC held 53,900 GPIQ 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 53,900 shares
    Change vs previous 13F +1,180 shares

    0.04% of the 13F portfolio, value $3,196,809.

    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 52,720 shares
    Change vs previous 13F -765 shares

    0.04% of the 13F portfolio, value $2,614,385.

    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 53,485 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,827,752.

    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).