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Disclosery

Modern Wealth Management, LLC: BRW position timeline

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

Modern Wealth Management, LLC held 207,457 BRW 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 207,457 shares
    Change vs previous 13F +6,180 shares

    0.02% of the 13F portfolio, value $1,362,992.

    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 201,277 shares
    Change vs previous 13F +20,794 shares

    0.02% of the 13F portfolio, value $1,352,581.

    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 180,483 shares
    Change vs previous 13F +19,031 shares

    0.02% of the 13F portfolio, value $1,265,186.

    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 161,452 shares
    Change vs previous 13F +2,197 shares

    0.02% of the 13F portfolio, value $1,254,482.

    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 159,255 shares
    Change vs previous 13F +128,530 shares

    0.03% of the 13F portfolio, value $1,283,595.

    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 30,725 shares
    Change vs previous 13F +5,725 shares

    0.01% of the 13F portfolio, value $238,426.

    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 25,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $190,500.

    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).