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Modern Wealth Management, LLC: SPYM position timeline

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

Modern Wealth Management, LLC held 2,258,636 SPYM 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 2,258,636 shares
    Change vs previous 13F +1,036,350 shares

    2.37% of the 13F portfolio, value $198,488,937.

    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 1,222,286 shares
    Change vs previous 13F +272,216 shares

    1.62% of the 13F portfolio, value $94,262,661.

    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 950,070 shares
    Change vs previous 13F +202,324 shares

    1.39% of the 13F portfolio, value $76,214,597.

    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 747,746 shares
    Change vs previous 13F +380,854 shares

    1.16% of the 13F portfolio, value $58,578,387.

    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 366,892 shares
    Change vs previous 13F +332,698 shares

    0.66% of the 13F portfolio, value $26,669,356.

    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 34,194 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,248,616.

    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).