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Modern Wealth Management, LLC: SPYV position timeline

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

Modern Wealth Management, LLC held 97,451 SPYV 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 97,451 shares
    Change vs previous 13F -341,774 shares

    0.07% of the 13F portfolio, value $5,924,060.

    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 439,225 shares
    Change vs previous 13F -13,965 shares

    0.43% of the 13F portfolio, value $24,882,109.

    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 453,190 shares
    Change vs previous 13F -359,504 shares

    0.47% of the 13F portfolio, value $25,745,731.

    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 812,694 shares
    Change vs previous 13F -24,222 shares

    0.89% of the 13F portfolio, value $44,966,335.

    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 836,916 shares
    Change vs previous 13F -469,975 shares

    1.09% of the 13F portfolio, value $43,804,175.

    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 1,306,891 shares
    Change vs previous 13F +65,419 shares

    2.13% of the 13F portfolio, value $66,742,927.

    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 1,241,472 shares
    Change vs previous 13F +486,623 shares

    2.37% of the 13F portfolio, value $63,488,886.

    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 754,849 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $39,901,339.

    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).