Skip to content
Disclosery

Modern Wealth Management, LLC: SPSM position timeline

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

Modern Wealth Management, LLC held 58,119 SPSM 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 58,119 shares
    Change vs previous 13F +1,755 shares

    0.04% of the 13F portfolio, value $3,351,759.

    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 56,364 shares
    Change vs previous 13F -3,028 shares

    0.05% of the 13F portfolio, value $2,741,549.

    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 59,392 shares
    Change vs previous 13F -903 shares

    0.05% of the 13F portfolio, value $2,783,137.

    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 60,295 shares
    Change vs previous 13F -215,956 shares

    0.06% of the 13F portfolio, value $2,792,882.

    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 276,251 shares
    Change vs previous 13F +12,779 shares

    0.29% of the 13F portfolio, value $11,768,309.

    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 263,472 shares
    Change vs previous 13F +1,881 shares

    0.34% of the 13F portfolio, value $10,739,129.

    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 261,591 shares
    Change vs previous 13F +5,454 shares

    0.44% of the 13F portfolio, value $11,750,664.

    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 256,137 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $11,656,807.

    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).