Skip to content
Disclosery

Modern Wealth Management, LLC: EIPI position timeline

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

Modern Wealth Management, LLC held 809,233 EIPI 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 809,233 shares
    Change vs previous 13F +5,056 shares

    0.21% of the 13F portfolio, value $17,673,640.

    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 804,177 shares
    Change vs previous 13F -22,616 shares

    0.31% of the 13F portfolio, value $17,917,055.

    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 826,793 shares
    Change vs previous 13F -6,728 shares

    0.3% of the 13F portfolio, value $16,428,369.

    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 833,521 shares
    Change vs previous 13F +18,667 shares

    0.33% of the 13F portfolio, value $16,520,388.

    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 814,854 shares
    Change vs previous 13F -13,419 shares

    0.4% of the 13F portfolio, value $16,068,760.

    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 828,273 shares
    Change vs previous 13F +24,028 shares

    0.54% of the 13F portfolio, value $16,805,661.

    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 804,245 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $15,674,737.

    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).