DBB β€” INVESCO DB MULTI-SECTOR COMM

Ownership history in Modern Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Modern Wealth Management, LLC reported INVESCO DB MULTI-SECTOR COMM (DBB) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.1% in 2024 Q1. The latest visible filing shows DBB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Modern Wealth Management, LLC's position in INVESCO DB MULTI-SECTOR COMM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DBB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Modern Wealth Management, LLC held DBB β€” position size vs. price
% of Fund (quarterly)    DBB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 62,470 -870 -1.4% 0.03% $1.4M 2026-02-14 (Est.) $23.58
2025 Q3 ADDED 63,340 +2,500 +4.1% 0.03% $1.3M 2025-11-12 $21.22
2025 Q2 REDUCED 60,840 -16,665 -21.5% 0.03% $1.2M 2025-08-14 $19.23
2025 Q1 ADDED 77,505 +10,055 +14.9% 0.05% $1.5M 2025-05-15 $18.25
2024 Q4 ADDED 67,450 +8,160 +13.8% 0.05% $1.3M 2025-02-11 $18.66
2024 Q3 ADDED 59,290 +1,565 +2.7% 0.07% $1.2M 2024-11-05 $19.37
2024 Q2 ADDED 57,725 +1,295 +2.3% 0.09% $1.2M 2024-08-08 $17.08
2024 Q1 INITIATED 56,430 β€” β€” 0.10% $1.1M 2024-05-13 $19.26

FAQ About Modern Wealth Management, LLC and DBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Modern Wealth Management, LLC reported owning DBB?

Modern Wealth Management, LLC reported DBB across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DBB position in Modern Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DBB was 0.10% in 2024 Q1.

What is the latest reported DBB position on this page?

The most recent filing on this page is 2025 Q4, when Modern Wealth Management, LLC reported 62,470 shares, equal to 0.03% of portfolio, with an estimated market value of $1.4M.

What does the chart on this DBB ownership page compare?

The chart compares Modern Wealth Management, LLC's quarterly DBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Modern Wealth Management, LLC Holdings