Skip to content
Disclosery

Modern Wealth Management, LLC: DIVO position timeline

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

Modern Wealth Management, LLC held 89,361 DIVO 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 89,361 shares
    Change vs previous 13F -94,759 shares

    0.05% of the 13F portfolio, value $4,083,820.

    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 184,120 shares
    Change vs previous 13F -86,721 shares

    0.14% of the 13F portfolio, value $8,272,530.

    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 270,841 shares
    Change vs previous 13F -44,818 shares

    0.22% of the 13F portfolio, value $12,052,421.

    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 315,659 shares
    Change vs previous 13F -58,595 shares

    0.28% of the 13F portfolio, value $14,068,899.

    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 374,254 shares
    Change vs previous 13F -15,522 shares

    0.4% of the 13F portfolio, value $15,924,521.

    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 389,776 shares
    Change vs previous 13F +5,966 shares

    0.51% of the 13F portfolio, value $15,891,160.

    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 383,810 shares
    Change vs previous 13F +4,215 shares

    0.58% of the 13F portfolio, value $15,536,616.

    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 379,595 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $15,635,520.

    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).