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Disclosery

Modern Wealth Management, LLC: AMH position timeline

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

Modern Wealth Management, LLC held 0 AMH shares at 2025-03-31 per its 13F-HR/A filed 2025-06-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -5,792 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F/A 5,792 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $216,748.

    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).

  3. period ended2024-09-30
    13F/A 6,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,414.

    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).