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Modern Wealth Management, LLC: C position timeline

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

Modern Wealth Management, LLC held 25,247 C 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 25,247 shares
    Change vs previous 13F -2,171 shares

    0.04% of the 13F portfolio, value $3,533,659.

    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 27,418 shares
    Change vs previous 13F -1,453 shares

    0.05% of the 13F portfolio, value $3,161,218.

    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 28,871 shares
    Change vs previous 13F +757 shares

    0.06% of the 13F portfolio, value $3,369,013.

    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 28,114 shares
    Change vs previous 13F -2,623 shares

    0.06% of the 13F portfolio, value $2,853,611.

    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 30,737 shares
    Change vs previous 13F +2,422 shares

    0.06% of the 13F portfolio, value $2,616,283.

    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 28,315 shares
    Change vs previous 13F +2,330 shares

    0.06% of the 13F portfolio, value $2,010,167.

    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 25,985 shares
    Change vs previous 13F +11,626 shares

    0.07% of the 13F portfolio, value $1,829,079.

    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 14,359 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $898,849.

    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).