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Disclosery

Modern Wealth Management, LLC: SPG position timeline

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

Modern Wealth Management, LLC held 18,640 SPG 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 18,640 shares
    Change vs previous 13F +1,145 shares

    0.05% of the 13F portfolio, value $4,168,932.

    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 17,495 shares
    Change vs previous 13F -1,590 shares

    0.06% of the 13F portfolio, value $3,290,455.

    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 19,085 shares
    Change vs previous 13F -512 shares

    0.06% of the 13F portfolio, value $3,532,991.

    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 19,597 shares
    Change vs previous 13F -12,019 shares

    0.07% of the 13F portfolio, value $3,677,791.

    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 31,616 shares
    Change vs previous 13F +2,108 shares

    0.13% of the 13F portfolio, value $5,082,484.

    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 29,508 shares
    Change vs previous 13F +1,527 shares

    0.16% of the 13F portfolio, value $4,900,808.

    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 27,981 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,818,578.

    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).