Modern Wealth Management, LLC: DKS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on DKS, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 1,122 DKS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,122 sharesChange vs previous 13F +1,122 shares
<0.01% of the 13F portfolio, value $254,481.
13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,092 shares
13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,092 sharesChange vs previous 13F -144 shares
<0.01% of the 13F portfolio, value $216,184.
13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,236 sharesChange vs previous 13F +144 shares
0.01% of the 13F portfolio, value $274,664.
13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 1,092 sharesChange vs previous 13F -308 shares
0.01% of the 13F portfolio, value $216,009.
13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,400 sharesChange vs previous 13F -10 shares
0.01% of the 13F portfolio, value $282,193.
13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 1,410 sharesChange vs previous 13F -36 shares
0.01% of the 13F portfolio, value $322,674.
13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 1,446 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $301,784.
13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).