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Modern Wealth Management, LLC: LRGF position timeline

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

Modern Wealth Management, LLC held 1,810,836 LRGF 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 1,810,836 shares
    Change vs previous 13F +759,481 shares

    1.64% of the 13F portfolio, value $136,953,506.

    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 1,051,355 shares
    Change vs previous 13F +194,532 shares

    1.2% of the 13F portfolio, value $69,830,991.

    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 856,823 shares
    Change vs previous 13F +207,882 shares

    1.08% of the 13F portfolio, value $59,489,208.

    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 648,941 shares
    Change vs previous 13F +341,720 shares

    0.89% of the 13F portfolio, value $44,828,820.

    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 307,221 shares
    Change vs previous 13F +65,780 shares

    0.49% of the 13F portfolio, value $19,702,112.

    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 241,441 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $13,974,603.

    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).