Skip to content
Disclosery

Modern Wealth Management, LLC: ADI position timeline

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

Modern Wealth Management, LLC held 2,019 ADI 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 2,019 shares
    Change vs previous 13F +317 shares

    0.01% of the 13F portfolio, value $801,808.

    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 1,702 shares
    Change vs previous 13F +344 shares

    0.01% of the 13F portfolio, value $545,640.

    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 1,358 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $368,414.

    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 1,364 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $335,107.

    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 1,125 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $267,706.

    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 1,275 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $257,186.

    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).