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Disclosery

Modern Wealth Management, LLC: SGOV position timeline

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

Modern Wealth Management, LLC held 16,888 SGOV 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 16,888 shares
    Change vs previous 13F -13,207 shares

    0.02% of the 13F portfolio, value $1,700,115.

    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 30,095 shares
    Change vs previous 13F +21,787 shares

    0.05% of the 13F portfolio, value $3,021,271.

    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 8,308 shares
    Change vs previous 13F +1,354 shares

    0.02% of the 13F portfolio, value $833,936.

    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 6,954 shares
    Change vs previous 13F +3,337 shares

    0.01% of the 13F portfolio, value $700,315.

    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 3,617 shares
    Change vs previous 13F -1,993 shares

    0.01% of the 13F portfolio, value $364,179.

    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 5,610 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $564,805.

    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).