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Modern Wealth Management, LLC: EFA position timeline

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

Modern Wealth Management, LLC held 39,349 EFA 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 39,349 shares
    Change vs previous 13F -786 shares

    0.05% of the 13F portfolio, value $4,087,527.

    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 40,135 shares
    Change vs previous 13F -359,152 shares

    0.07% of the 13F portfolio, value $3,957,745.

    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 399,287 shares
    Change vs previous 13F -87,800 shares

    0.7% of the 13F portfolio, value $38,343,562.

    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 487,087 shares
    Change vs previous 13F -243,342 shares

    0.9% of the 13F portfolio, value $45,479,269.

    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 730,429 shares
    Change vs previous 13F +698,840 shares

    1.62% of the 13F portfolio, value $65,293,007.

    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 31,589 shares
    Change vs previous 13F +23,250 shares

    0.08% of the 13F portfolio, value $2,581,747.

    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).

  7. period ended2024-12-31
    13F/A 8,339 shares
    Change vs previous 13F -841,895 shares

    0.02% of the 13F portfolio, value $630,492.

    13F-HR/A 0002001900-25-000017 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).

  8. period ended2024-09-30
    13F/A 850,234 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $71,105,037.

    13F-HR/A 0002001900-25-000015 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).