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Modern Wealth Management, LLC: ABT position timeline

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

Modern Wealth Management, LLC held 58,399 ABT 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 58,399 shares
    Change vs previous 13F +14,439 shares

    0.06% of the 13F portfolio, value $5,299,061.

    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 43,960 shares
    Change vs previous 13F -1,485 shares

    0.08% of the 13F portfolio, value $4,500,632.

    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 45,445 shares
    Change vs previous 13F -5,117 shares

    0.1% of the 13F portfolio, value $5,693,797.

    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 50,562 shares
    Change vs previous 13F -1,206 shares

    0.13% of the 13F portfolio, value $6,772,188.

    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 51,768 shares
    Change vs previous 13F +6,889 shares

    0.17% of the 13F portfolio, value $7,040,950.

    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 44,879 shares
    Change vs previous 13F +4,608 shares

    0.19% of the 13F portfolio, value $5,953,121.

    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 40,271 shares
    Change vs previous 13F +30,626 shares

    0.17% of the 13F portfolio, value $4,554,969.

    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 9,645 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,099,715.

    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).