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Modern Wealth Management, LLC: CIBR position timeline

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

Modern Wealth Management, LLC held 253,046 CIBR 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 253,046 shares
    Change vs previous 13F -15,615 shares

    0.27% of the 13F portfolio, value $22,736,156.

    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 268,661 shares
    Change vs previous 13F +15,840 shares

    0.29% of the 13F portfolio, value $16,965,953.

    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 252,821 shares
    Change vs previous 13F +4,774 shares

    0.33% of the 13F portfolio, value $18,064,086.

    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 248,047 shares
    Change vs previous 13F +2,794 shares

    0.37% of the 13F portfolio, value $18,854,090.

    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 245,253 shares
    Change vs previous 13F +20,302 shares

    0.46% of the 13F portfolio, value $18,536,259.

    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 224,951 shares
    Change vs previous 13F +2,485 shares

    0.45% of the 13F portfolio, value $14,171,941.

    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 222,466 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $14,115,492.

    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).