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Modern Wealth Management, LLC: SPSB position timeline

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

Modern Wealth Management, LLC held 483,874 SPSB 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 483,874 shares
    Change vs previous 13F -147,704 shares

    0.17% of the 13F portfolio, value $14,521,060.

    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 631,578 shares
    Change vs previous 13F -184,280 shares

    0.33% of the 13F portfolio, value $18,934,709.

    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 815,858 shares
    Change vs previous 13F -6,138 shares

    0.45% of the 13F portfolio, value $24,638,898.

    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 821,996 shares
    Change vs previous 13F +116,711 shares

    0.49% of the 13F portfolio, value $24,898,263.

    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 705,285 shares
    Change vs previous 13F +119,637 shares

    0.53% of the 13F portfolio, value $21,292,560.

    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 585,648 shares
    Change vs previous 13F +65,736 shares

    0.56% of the 13F portfolio, value $17,627,990.

    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 519,912 shares
    Change vs previous 13F +63,660 shares

    0.58% of the 13F portfolio, value $15,524,572.

    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 456,252 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $13,815,319.

    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).