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Disclosery

Modern Wealth Management, LLC: HEWJ position timeline

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

Modern Wealth Management, LLC held 670,038 HEWJ 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 670,038 shares
    Change vs previous 13F -9,927 shares

    0.52% of the 13F portfolio, value $43,230,861.

    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 679,965 shares
    Change vs previous 13F +289,226 shares

    0.68% of the 13F portfolio, value $39,315,603.

    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 390,739 shares
    Change vs previous 13F +6,758 shares

    0.38% of the 13F portfolio, value $20,591,301.

    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 383,981 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $18,916,811.

    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).