Skip to content
Disclosery

Modern Wealth Management, LLC: AWI position timeline

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

Modern Wealth Management, LLC held 2,809 AWI 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 2,809 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $450,635.

    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 2,785 shares
    Change vs previous 13F +334 shares

    0.01% of the 13F portfolio, value $461,570.

    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 2,451 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $468,397.

    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 2,661 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $521,592.

    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 2,661 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $432,260.

    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 2,668 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $375,876.

    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 2,661 shares
    Change vs previous 13F -4,678 shares

    0.01% of the 13F portfolio, value $376,083.

    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 7,339 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $964,568.

    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).