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Disclosery

Modern Wealth Management, LLC: ASML position timeline

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

Modern Wealth Management, LLC held 3,203 ASML 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 3,203 shares
    Change vs previous 13F +174 shares

    0.08% of the 13F portfolio, value $6,371,462.

    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 3,029 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $4,118,289.

    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 3,027 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $3,237,981.

    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 2,918 shares
    Change vs previous 13F +34 shares

    0.06% of the 13F portfolio, value $2,824,277.

    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 2,884 shares
    Change vs previous 13F +77 shares

    0.06% of the 13F portfolio, value $2,311,308.

    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 2,807 shares
    Change vs previous 13F +453 shares

    0.06% of the 13F portfolio, value $1,860,560.

    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 2,354 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,631,956.

    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).