Skip to content
Disclosery

Modern Wealth Management, LLC: SPGP position timeline

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

Modern Wealth Management, LLC held 109,204 SPGP 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 109,204 shares
    Change vs previous 13F -1,288 shares

    0.16% of the 13F portfolio, value $13,354,570.

    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 110,492 shares
    Change vs previous 13F -130,751 shares

    0.2% of the 13F portfolio, value $11,933,149.

    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 241,243 shares
    Change vs previous 13F -2,269 shares

    0.5% of the 13F portfolio, value $27,467,880.

    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 243,512 shares
    Change vs previous 13F +210,823 shares

    0.55% of the 13F portfolio, value $27,667,798.

    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 32,689 shares
    Change vs previous 13F +410 shares

    0.09% of the 13F portfolio, value $3,520,601.

    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 32,279 shares
    Change vs previous 13F +1,080 shares

    0.1% of the 13F portfolio, value $3,224,036.

    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 31,199 shares
    Change vs previous 13F -4,708 shares

    0.12% of the 13F portfolio, value $3,272,151.

    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 35,907 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,758,386.

    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).