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Modern Wealth Management, LLC: EEMV position timeline

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

Modern Wealth Management, LLC held 180,699 EEMV 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 180,699 shares
    Change vs previous 13F -17,059 shares

    0.16% of the 13F portfolio, value $13,603,055.

    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 197,758 shares
    Change vs previous 13F -837 shares

    0.22% of the 13F portfolio, value $12,840,459.

    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 198,595 shares
    Change vs previous 13F +4,235 shares

    0.23% of the 13F portfolio, value $12,718,012.

    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 194,360 shares
    Change vs previous 13F +80,498 shares

    0.25% of the 13F portfolio, value $12,406,022.

    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 113,862 shares
    Change vs previous 13F -801 shares

    0.18% of the 13F portfolio, value $7,150,564.

    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 114,663 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,689,423.

    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).