Skip to content
Disclosery

Modern Wealth Management, LLC: CTVA position timeline

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

Modern Wealth Management, LLC held 8,216 CTVA 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 8,216 shares
    Change vs previous 13F +369 shares

    0.01% of the 13F portfolio, value $695,828.

    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 7,847 shares
    Change vs previous 13F +371 shares

    0.01% of the 13F portfolio, value $657,618.

    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 7,476 shares
    Change vs previous 13F +385 shares

    0.01% of the 13F portfolio, value $501,147.

    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 7,091 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $479,584.

    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 7,027 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $523,756.

    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 6,788 shares
    Change vs previous 13F +1,258 shares

    0.01% of the 13F portfolio, value $427,183.

    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 5,530 shares
    Change vs previous 13F +1,195 shares

    0.01% of the 13F portfolio, value $314,933.

    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 4,335 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $254,850.

    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).