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Modern Wealth Management, LLC: DMXF position timeline

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

Modern Wealth Management, LLC held 54,843 DMXF 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 54,843 shares
    Change vs previous 13F +7,776 shares

    0.06% of the 13F portfolio, value $4,639,702.

    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 47,067 shares
    Change vs previous 13F +18,226 shares

    0.06% of the 13F portfolio, value $3,606,730.

    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 28,841 shares
    Change vs previous 13F +8,536 shares

    0.04% of the 13F portfolio, value $2,167,720.

    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 20,305 shares
    Change vs previous 13F +2,250 shares

    0.03% of the 13F portfolio, value $1,537,927.

    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 18,055 shares
    Change vs previous 13F -1,591 shares

    0.03% of the 13F portfolio, value $1,344,040.

    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 19,646 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,322,946.

    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).