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Modern Wealth Management, LLC: SPYG position timeline

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

Modern Wealth Management, LLC held 226,346 SPYG 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 226,346 shares
    Change vs previous 13F +20,885 shares

    0.32% of the 13F portfolio, value $26,932,938.

    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 205,461 shares
    Change vs previous 13F +4,507 shares

    0.35% of the 13F portfolio, value $20,381,715.

    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 200,954 shares
    Change vs previous 13F +4,800 shares

    0.39% of the 13F portfolio, value $21,441,813.

    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 196,154 shares
    Change vs previous 13F -7,476 shares

    0.41% of the 13F portfolio, value $20,500,084.

    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 203,630 shares
    Change vs previous 13F -73,324 shares

    0.48% of the 13F portfolio, value $19,409,995.

    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 276,954 shares
    Change vs previous 13F +30,486 shares

    0.71% of the 13F portfolio, value $22,258,852.

    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 246,468 shares
    Change vs previous 13F +28,310 shares

    0.81% of the 13F portfolio, value $21,664,398.

    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 218,158 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $18,094,107.

    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).