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Modern Wealth Management, LLC: SPTS position timeline

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

Modern Wealth Management, LLC held 616,249 SPTS 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 616,249 shares
    Change vs previous 13F -1,449,370 shares

    0.21% of the 13F portfolio, value $17,877,380.

    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 2,065,619 shares
    Change vs previous 13F +233,480 shares

    1.03% of the 13F portfolio, value $60,088,854.

    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 1,832,139 shares
    Change vs previous 13F +86,260 shares

    0.98% of the 13F portfolio, value $53,645,042.

    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 1,745,879 shares
    Change vs previous 13F +747,653 shares

    1.01% of the 13F portfolio, value $51,189,178.

    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 998,226 shares
    Change vs previous 13F +635,365 shares

    0.73% of the 13F portfolio, value $29,238,048.

    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 362,861 shares
    Change vs previous 13F +38,959 shares

    0.34% of the 13F portfolio, value $10,610,044.

    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 323,902 shares
    Change vs previous 13F +253,759 shares

    0.35% of the 13F portfolio, value $9,396,401.

    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 70,143 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,062,903.

    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).