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Modern Wealth Management, LLC: CAH position timeline

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

Modern Wealth Management, LLC held 3,026 CAH 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 3,026 shares
    Change vs previous 13F +560 shares

    0.01% of the 13F portfolio, value $718,915.

    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 2,466 shares
    Change vs previous 13F -849 shares

    0.01% of the 13F portfolio, value $522,872.

    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 3,315 shares
    Change vs previous 13F +1,179 shares

    0.01% of the 13F portfolio, value $681,247.

    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 2,136 shares
    Change vs previous 13F +525 shares

    0.01% of the 13F portfolio, value $335,260.

    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 1,611 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,624.

    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).