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Modern Wealth Management, LLC: IGV position timeline

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

Modern Wealth Management, LLC held 15,707 IGV 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 15,707 shares
    Change vs previous 13F -1,199 shares

    0.02% of the 13F portfolio, value $1,423,055.

    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 16,906 shares
    Change vs previous 13F +2,710 shares

    0.02% of the 13F portfolio, value $1,348,592.

    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 14,196 shares
    Change vs previous 13F +2,778 shares

    0.03% of the 13F portfolio, value $1,500,375.

    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 11,418 shares
    Change vs previous 13F -1,100 shares

    0.03% of the 13F portfolio, value $1,313,184.

    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 12,518 shares
    Change vs previous 13F +427 shares

    0.03% of the 13F portfolio, value $1,370,721.

    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 12,091 shares
    Change vs previous 13F +1,114 shares

    0.03% of the 13F portfolio, value $1,075,978.

    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 10,977 shares
    Change vs previous 13F +422 shares

    0.04% of the 13F portfolio, value $1,099,017.

    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 10,555 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $943,300.

    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).