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Modern Wealth Management, LLC: ARCC position timeline

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

Modern Wealth Management, LLC held 58,354 ARCC 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 58,354 shares
    Change vs previous 13F -5,093 shares

    0.01% of the 13F portfolio, value $1,081,304.

    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 63,447 shares
    Change vs previous 13F +3,448 shares

    0.02% of the 13F portfolio, value $1,124,926.

    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 59,999 shares
    Change vs previous 13F -7,725 shares

    0.02% of the 13F portfolio, value $1,213,785.

    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 67,724 shares
    Change vs previous 13F +9,231 shares

    0.03% of the 13F portfolio, value $1,382,255.

    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 58,493 shares
    Change vs previous 13F -3,121 shares

    0.03% of the 13F portfolio, value $1,284,495.

    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 61,614 shares
    Change vs previous 13F +986 shares

    0.04% of the 13F portfolio, value $1,365,380.

    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 60,628 shares
    Change vs previous 13F +4,241 shares

    0.05% of the 13F portfolio, value $1,327,154.

    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 56,387 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,180,744.

    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).