Skip to content
Disclosery

Modern Wealth Management, LLC: BOTZ position timeline

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

Modern Wealth Management, LLC held 386,223 BOTZ 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 386,223 shares
    Change vs previous 13F +8,440 shares

    0.17% of the 13F portfolio, value $14,653,301.

    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 377,783 shares
    Change vs previous 13F +34,769 shares

    0.22% of the 13F portfolio, value $12,806,851.

    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 343,014 shares
    Change vs previous 13F +30,847 shares

    0.23% of the 13F portfolio, value $12,427,397.

    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 312,167 shares
    Change vs previous 13F +33,560 shares

    0.22% of the 13F portfolio, value $11,060,077.

    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 278,607 shares
    Change vs previous 13F +137,847 shares

    0.23% of the 13F portfolio, value $9,096,519.

    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 140,760 shares
    Change vs previous 13F -41 shares

    0.13% of the 13F portfolio, value $4,006,030.

    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 140,801 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,498,592.

    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).