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Disclosery

Modern Wealth Management, LLC: BLK position timeline

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

Modern Wealth Management, LLC held 1,933 BLK 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 1,933 shares
    Change vs previous 13F +585 shares

    0.02% of the 13F portfolio, value $1,858,360.

    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 1,348 shares
    Change vs previous 13F +405 shares

    0.02% of the 13F portfolio, value $1,290,378.

    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 943 shares
    Change vs previous 13F +133 shares

    0.02% of the 13F portfolio, value $1,009,591.

    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 810 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $943,938.

    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 768 shares
    Change vs previous 13F -26 shares

    0.02% of the 13F portfolio, value $805,984.

    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 794 shares
    Change vs previous 13F +100 shares

    0.02% of the 13F portfolio, value $751,996.

    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 694 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $712,402.

    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).