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Disclosery

Modern Wealth Management, LLC: HWM position timeline

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

Modern Wealth Management, LLC held 2,357 HWM 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 2,357 shares
    Change vs previous 13F +548 shares

    0.01% of the 13F portfolio, value $633,849.

    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 1,809 shares
    Change vs previous 13F -437 shares

    0.01% of the 13F portfolio, value $432,524.

    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 2,246 shares
    Change vs previous 13F +806 shares

    0.01% of the 13F portfolio, value $460,546.

    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 1,440 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $282,622.

    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 1,368 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $254,663.

    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 1,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $218,224.

    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).