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Modern Wealth Management, LLC: BINC position timeline

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

Modern Wealth Management, LLC held 655,822 BINC 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 655,822 shares
    Change vs previous 13F +448,368 shares

    0.41% of the 13F portfolio, value $34,325,739.

    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 207,454 shares
    Change vs previous 13F -1,886 shares

    0.18% of the 13F portfolio, value $10,754,388.

    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 209,340 shares
    Change vs previous 13F +28,912 shares

    0.2% of the 13F portfolio, value $11,046,871.

    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 180,428 shares
    Change vs previous 13F +57,105 shares

    0.19% of the 13F portfolio, value $9,605,987.

    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 123,323 shares
    Change vs previous 13F +2,054 shares

    0.16% of the 13F portfolio, value $6,516,404.

    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 121,269 shares
    Change vs previous 13F +12,901 shares

    0.2% of the 13F portfolio, value $6,352,063.

    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 108,368 shares
    Change vs previous 13F +100,814 shares

    0.21% of the 13F portfolio, value $5,637,295.

    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 7,554 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $404,358.

    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).