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Modern Wealth Management, LLC: EMLP position timeline

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

Modern Wealth Management, LLC held 509,418 EMLP 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 509,418 shares
    Change vs previous 13F -11,448 shares

    0.26% of the 13F portfolio, value $22,159,684.

    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 520,866 shares
    Change vs previous 13F -13,442 shares

    0.39% of the 13F portfolio, value $22,657,650.

    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 534,308 shares
    Change vs previous 13F +15,005 shares

    0.37% of the 13F portfolio, value $20,234,261.

    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 519,303 shares
    Change vs previous 13F +2,710 shares

    0.39% of the 13F portfolio, value $19,884,119.

    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 516,593 shares
    Change vs previous 13F -5,880 shares

    0.48% of the 13F portfolio, value $19,377,393.

    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 522,473 shares
    Change vs previous 13F -2,671 shares

    0.63% of the 13F portfolio, value $19,587,509.

    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 525,144 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $18,721,396.

    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).