Skip to content
Disclosery

Modern Wealth Management, LLC: DIA position timeline

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

Modern Wealth Management, LLC held 20,828 DIA 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 20,828 shares
    Change vs previous 13F +2,603 shares

    0.13% of the 13F portfolio, value $10,880,150.

    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 18,225 shares
    Change vs previous 13F +685 shares

    0.15% of the 13F portfolio, value $8,483,338.

    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 17,540 shares
    Change vs previous 13F -242 shares

    0.15% of the 13F portfolio, value $8,429,190.

    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 17,782 shares
    Change vs previous 13F +12,763 shares

    0.16% of the 13F portfolio, value $8,246,287.

    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 5,019 shares
    Change vs previous 13F -202,709 shares

    0.05% of the 13F portfolio, value $2,211,548.

    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 207,728 shares
    Change vs previous 13F +47,490 shares

    2.79% of the 13F portfolio, value $87,220,680.

    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 160,238 shares
    Change vs previous 13F +159,318 shares

    2.55% of the 13F portfolio, value $68,181,449.

    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 920 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $389,210.

    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).