Skip to content
Disclosery

Modern Wealth Management, LLC: EEM position timeline

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

Modern Wealth Management, LLC held 267,005 EEM 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 267,005 shares
    Change vs previous 13F +243,840 shares

    0.22% of the 13F portfolio, value $18,265,791.

    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 23,165 shares
    Change vs previous 13F -639,718 shares

    0.02% of the 13F portfolio, value $1,325,733.

    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 662,883 shares
    Change vs previous 13F -170,419 shares

    0.66% of the 13F portfolio, value $36,266,329.

    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 833,302 shares
    Change vs previous 13F -471,695 shares

    0.88% of the 13F portfolio, value $44,498,342.

    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 1,304,997 shares
    Change vs previous 13F +1,292,976 shares

    1.56% of the 13F portfolio, value $62,953,068.

    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 12,021 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $525,333.

    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).