Modern Wealth Management, LLC: EELV position timeline

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

Modern Wealth Management, LLC held 141,418 EELV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 141,418 shares
Change vs previous 13F -152,278 shares
0.05% of the 13F portfolio, value $3,931,420.
13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 293,696 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $8,279,290.
13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).