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Disclosery

Modern Wealth Management, LLC: ACWI position timeline

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

Modern Wealth Management, LLC held 7,520 ACWI 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 7,520 shares
    Change vs previous 13F +478 shares

    0.01% of the 13F portfolio, value $1,180,481.

    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 7,042 shares
    Change vs previous 13F -866 shares

    0.02% of the 13F portfolio, value $983,615.

    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 7,908 shares
    Change vs previous 13F -159 shares

    0.02% of the 13F portfolio, value $1,118,962.

    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 8,067 shares
    Change vs previous 13F -251 shares

    0.02% of the 13F portfolio, value $1,115,227.

    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 8,318 shares
    Change vs previous 13F +5,950 shares

    0.03% of the 13F portfolio, value $1,069,737.

    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 2,368 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $275,619.

    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 2,329 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $273,665.

    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 2,422 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,589.

    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).