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Modern Wealth Management, LLC: AHR position timeline

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

Modern Wealth Management, LLC held 67,175 AHR 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 67,175 shares
    Change vs previous 13F -5,228 shares

    0.04% of the 13F portfolio, value $3,503,211.

    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 72,403 shares
    Change vs previous 13F -4,265 shares

    0.06% of the 13F portfolio, value $3,440,603.

    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 76,668 shares
    Change vs previous 13F -3,724 shares

    0.07% of the 13F portfolio, value $3,608,021.

    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 80,392 shares
    Change vs previous 13F -5,723 shares

    0.07% of the 13F portfolio, value $3,377,267.

    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 86,115 shares
    Change vs previous 13F -9,764 shares

    0.08% of the 13F portfolio, value $3,163,865.

    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 95,879 shares
    Change vs previous 13F -1,739 shares

    0.09% of the 13F portfolio, value $2,905,133.

    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 97,618 shares
    Change vs previous 13F -2,019 shares

    0.1% of the 13F portfolio, value $2,774,303.

    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 99,637 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,600,526.

    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).