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Modern Wealth Management, LLC: BND position timeline

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

Modern Wealth Management, LLC held 36,860 BND 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 36,860 shares
    Change vs previous 13F -3,278 shares

    0.03% of the 13F portfolio, value $2,705,884.

    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 40,138 shares
    Change vs previous 13F -9,720 shares

    0.05% of the 13F portfolio, value $2,946,934.

    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 49,858 shares
    Change vs previous 13F -10,705 shares

    0.07% of the 13F portfolio, value $3,693,042.

    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 60,563 shares
    Change vs previous 13F -12,426 shares

    0.09% of the 13F portfolio, value $4,504,115.

    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 72,989 shares
    Change vs previous 13F -3,177 shares

    0.13% of the 13F portfolio, value $5,374,229.

    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 76,166 shares
    Change vs previous 13F -5,033 shares

    0.18% of the 13F portfolio, value $5,594,439.

    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 81,199 shares
    Change vs previous 13F +9,735 shares

    0.22% of the 13F portfolio, value $5,839,056.

    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 71,464 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,367,684.

    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).