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Modern Wealth Management, LLC: JGRO position timeline

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

Modern Wealth Management, LLC held 66,222 JGRO 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 66,222 shares
    Change vs previous 13F +2,472 shares

    0.08% of the 13F portfolio, value $6,528,851.

    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 63,750 shares
    Change vs previous 13F +3,159 shares

    0.09% of the 13F portfolio, value $5,442,997.

    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 60,591 shares
    Change vs previous 13F -289 shares

    0.1% of the 13F portfolio, value $5,622,845.

    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 60,880 shares
    Change vs previous 13F -2,327 shares

    0.11% of the 13F portfolio, value $5,707,500.

    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 63,207 shares
    Change vs previous 13F +783 shares

    0.14% of the 13F portfolio, value $5,440,226.

    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 62,424 shares
    Change vs previous 13F -728 shares

    0.15% of the 13F portfolio, value $4,606,268.

    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 63,152 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,117,208.

    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).