Skip to content
Disclosery

Modern Wealth Management, LLC: CBSH position timeline

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

Modern Wealth Management, LLC held 17,687 CBSH 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 17,687 shares
    Change vs previous 13F +121 shares

    0.01% of the 13F portfolio, value $1,021,400.

    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 17,566 shares
    Change vs previous 13F +130 shares

    0.01% of the 13F portfolio, value $865,657.

    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 17,436 shares
    Change vs previous 13F +701 shares

    0.02% of the 13F portfolio, value $912,586.

    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 16,735 shares
    Change vs previous 13F -164 shares

    0.02% of the 13F portfolio, value $1,000,094.

    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 16,899 shares
    Change vs previous 13F -120 shares

    0.03% of the 13F portfolio, value $1,050,615.

    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 17,019 shares
    Change vs previous 13F +220 shares

    0.03% of the 13F portfolio, value $1,059,102.

    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 16,799 shares
    Change vs previous 13F +2,756 shares

    0.04% of the 13F portfolio, value $1,046,771.

    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 14,043 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $834,130.

    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).