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Modern Wealth Management, LLC: GRID position timeline

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

Modern Wealth Management, LLC held 70,671 GRID 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 70,671 shares
    Change vs previous 13F +10,205 shares

    0.16% of the 13F portfolio, value $13,551,155.

    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 60,466 shares
    Change vs previous 13F -131 shares

    0.17% of the 13F portfolio, value $10,086,875.

    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 60,597 shares
    Change vs previous 13F +1,570 shares

    0.17% of the 13F portfolio, value $9,272,480.

    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 59,027 shares
    Change vs previous 13F +322 shares

    0.18% of the 13F portfolio, value $8,917,832.

    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 58,705 shares
    Change vs previous 13F +51,105 shares

    0.2% of the 13F portfolio, value $8,161,169.

    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 7,600 shares
    Change vs previous 13F +3,700 shares

    0.03% of the 13F portfolio, value $859,788.

    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 3,900 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $465,426.

    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).