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
- period ended2026-06-3013F 254,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 247,990 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 241,850 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 240,047 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 178,163 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).