Skip to content
Disclosery

Modern Wealth Management, LLC: BNL position timeline

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

Modern Wealth Management, LLC held 50,110 BNL 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 50,110 shares
    Change vs previous 13F +3,284 shares

    0.01% of the 13F portfolio, value $1,035,770.

    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 46,826 shares
    Change vs previous 13F -2,026 shares

    0.01% of the 13F portfolio, value $866,278.

    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 48,852 shares
    Change vs previous 13F -14,911 shares

    0.02% of the 13F portfolio, value $848,556.

    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 63,763 shares
    Change vs previous 13F -11,932 shares

    0.02% of the 13F portfolio, value $1,139,448.

    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 75,695 shares
    Change vs previous 13F -37,721 shares

    0.03% of the 13F portfolio, value $1,214,904.

    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 113,416 shares
    Change vs previous 13F +18,522 shares

    0.06% of the 13F portfolio, value $1,932,614.

    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 94,894 shares
    Change vs previous 13F +9,387 shares

    0.06% of the 13F portfolio, value $1,505,018.

    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 85,507 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,620,357.

    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).