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Disclosery

Modern Wealth Management, LLC: DBB position timeline

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

Modern Wealth Management, LLC held 58,095 DBB 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 58,095 shares
    Change vs previous 13F -1,075 shares

    0.02% of the 13F portfolio, value $1,400,090.

    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 59,170 shares
    Change vs previous 13F -3,300 shares

    0.02% of the 13F portfolio, value $1,404,696.

    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 62,470 shares
    Change vs previous 13F -870 shares

    0.03% of the 13F portfolio, value $1,433,062.

    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 63,340 shares
    Change vs previous 13F +2,500 shares

    0.03% of the 13F portfolio, value $1,301,004.

    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 60,840 shares
    Change vs previous 13F -16,665 shares

    0.03% of the 13F portfolio, value $1,178,471.

    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 77,505 shares
    Change vs previous 13F +13,810 shares

    0.05% of the 13F portfolio, value $1,487,321.

    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 63,695 shares
    Change vs previous 13F +4,405 shares

    0.04% of the 13F portfolio, value $1,200,651.

    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 59,290 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,232,639.

    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).