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Modern Wealth Management, LLC: AAXJ position timeline

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

Modern Wealth Management, LLC held 16,230 AAXJ 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 16,230 shares
    Change vs previous 13F -3,062 shares

    0.02% of the 13F portfolio, value $1,936,726.

    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 19,292 shares
    Change vs previous 13F -89 shares

    0.03% of the 13F portfolio, value $1,874,989.

    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 19,381 shares
    Change vs previous 13F -26 shares

    0.03% of the 13F portfolio, value $1,804,759.

    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 19,407 shares
    Change vs previous 13F -1,849 shares

    0.04% of the 13F portfolio, value $1,770,307.

    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 21,256 shares
    Change vs previous 13F -978 shares

    0.04% of the 13F portfolio, value $1,756,171.

    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 22,234 shares
    Change vs previous 13F +2,583 shares

    0.05% of the 13F portfolio, value $1,645,316.

    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 19,651 shares
    Change vs previous 13F +846 shares

    0.05% of the 13F portfolio, value $1,418,409.

    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 18,805 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,475,252.

    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).