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Disclosery

Modern Wealth Management, LLC: ICOW position timeline

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

Modern Wealth Management, LLC held 244,790 ICOW 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 244,790 shares
    Change vs previous 13F -12,027 shares

    0.12% of the 13F portfolio, value $10,190,618.

    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 256,817 shares
    Change vs previous 13F -58,617 shares

    0.19% of the 13F portfolio, value $11,004,591.

    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 315,434 shares
    Change vs previous 13F -18,031 shares

    0.22% of the 13F portfolio, value $12,200,987.

    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 333,465 shares
    Change vs previous 13F -1,719 shares

    0.24% of the 13F portfolio, value $12,144,795.

    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 335,184 shares
    Change vs previous 13F +7,270 shares

    0.28% of the 13F portfolio, value $11,406,305.

    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 327,914 shares
    Change vs previous 13F +25,378 shares

    0.33% of the 13F portfolio, value $10,299,766.

    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 302,536 shares
    Change vs previous 13F +155,291 shares

    0.33% of the 13F portfolio, value $8,831,026.

    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).

  8. period ended2024-09-30
    13F/A 147,245 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,657,359.

    13F-HR/A 0002001900-25-000015 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).