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Modern Wealth Management, LLC: IGIB position timeline

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

Modern Wealth Management, LLC held 254,655 IGIB 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 254,655 shares
    Change vs previous 13F +6,665 shares

    0.16% of the 13F portfolio, value $13,539,987.

    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 247,990 shares
    Change vs previous 13F +6,140 shares

    0.23% of the 13F portfolio, value $13,153,402.

    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 241,850 shares
    Change vs previous 13F +1,803 shares

    0.24% of the 13F portfolio, value $13,030,892.

    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 240,047 shares
    Change vs previous 13F +61,884 shares

    0.26% of the 13F portfolio, value $12,984,165.

    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 178,163 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $9,494,328.

    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).