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Modern Wealth Management, LLC: USIG position timeline

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

Modern Wealth Management, LLC held 327,457 USIG 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 327,457 shares
    Change vs previous 13F +48,557 shares

    0.2% of the 13F portfolio, value $16,795,256.

    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 278,900 shares
    Change vs previous 13F +30,072 shares

    0.24% of the 13F portfolio, value $14,240,636.

    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 248,828 shares
    Change vs previous 13F +1,056 shares

    0.23% of the 13F portfolio, value $12,881,792.

    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 247,772 shares
    Change vs previous 13F -48,121 shares

    0.26% of the 13F portfolio, value $12,938,662.

    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 295,893 shares
    Change vs previous 13F +149,442 shares

    0.38% of the 13F portfolio, value $15,220,731.

    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 146,451 shares
    Change vs previous 13F +42,874 shares

    0.22% of the 13F portfolio, value $6,773,516.

    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 103,577 shares
    Change vs previous 13F +26,411 shares

    0.19% of the 13F portfolio, value $5,207,847.

    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 77,166 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,057,401.

    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).