Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

NGG holding history

National Grid PLC in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NGG overview All 13F holders of NGG Full Q2 2026 holdings

Shares (Q2 2026): 3,853
Value: $319.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of NGG by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,853	$319.3K	<0.1%	+572+17.4%	Added	Holders
Q1 2026	3,281	$285.0K	<0.1%	+3,281	New	Holders
Q3 2025	0	$0	0.0%	−3,317−100.0%	Sold out	Holders
Q2 2025	3,317	$246.9K	<0.1%	+3,317	New	Holders