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Modern Wealth Management, LLC: IDEV position timeline

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

Modern Wealth Management, LLC held 298,584 IDEV 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 298,584 shares
    Change vs previous 13F +61,960 shares

    0.32% of the 13F portfolio, value $26,576,986.

    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 236,624 shares
    Change vs previous 13F -6,561 shares

    0.34% of the 13F portfolio, value $20,072,863.

    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 243,185 shares
    Change vs previous 13F +14,827 shares

    0.37% of the 13F portfolio, value $20,057,868.

    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 228,358 shares
    Change vs previous 13F +25,355 shares

    0.36% of the 13F portfolio, value $18,307,414.

    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 203,003 shares
    Change vs previous 13F +17,212 shares

    0.38% of the 13F portfolio, value $15,436,401.

    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 185,791 shares
    Change vs previous 13F +61,211 shares

    0.39% of the 13F portfolio, value $12,172,491.

    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 124,580 shares
    Change vs previous 13F +24,307 shares

    0.3% of the 13F portfolio, value $8,031,660.

    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 100,273 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,102,321.

    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).