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Modern Wealth Management, LLC: SPTM position timeline

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

Modern Wealth Management, LLC held 1,129,081 SPTM 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 1,129,081 shares
    Change vs previous 13F -256,754 shares

    1.22% of the 13F portfolio, value $102,509,202.

    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 1,385,835 shares
    Change vs previous 13F -57,996 shares

    1.9% of the 13F portfolio, value $110,395,614.

    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 1,443,831 shares
    Change vs previous 13F -43,074 shares

    2.17% of the 13F portfolio, value $119,116,044.

    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 1,486,905 shares
    Change vs previous 13F -111,414 shares

    2.37% of the 13F portfolio, value $119,918,903.

    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 1,598,319 shares
    Change vs previous 13F -96,164 shares

    2.97% of the 13F portfolio, value $119,698,105.

    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 1,694,483 shares
    Change vs previous 13F -20,876 shares

    3.68% of the 13F portfolio, value $115,241,789.

    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 1,715,359 shares
    Change vs previous 13F +857,587 shares

    4.58% of the 13F portfolio, value $122,528,101.

    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 857,772 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $60,095,527.

    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).