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Disclosery

Modern Wealth Management, LLC: CMCSA position timeline

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

Modern Wealth Management, LLC held 21,379 CMCSA 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 21,379 shares
    Change vs previous 13F +2,181 shares

    0.01% of the 13F portfolio, value $524,866.

    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 19,198 shares
    Change vs previous 13F +4,485 shares

    0.01% of the 13F portfolio, value $538,478.

    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 14,713 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $439,794.

    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 14,865 shares
    Change vs previous 13F +439 shares

    0.01% of the 13F portfolio, value $467,078.

    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 14,426 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $514,891.

    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 14,456 shares
    Change vs previous 13F +3,769 shares

    0.02% of the 13F portfolio, value $533,445.

    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 10,687 shares
    Change vs previous 13F +1,915 shares

    0.01% of the 13F portfolio, value $401,089.

    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 8,772 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $366,438.

    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).