Skip to content
Disclosery

Modern Wealth Management, LLC: IEMG position timeline

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

Modern Wealth Management, LLC held 298,098 IEMG 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 298,098 shares
    Change vs previous 13F -38,419 shares

    0.29% of the 13F portfolio, value $24,694,430.

    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 336,517 shares
    Change vs previous 13F +52,282 shares

    0.41% of the 13F portfolio, value $23,650,411.

    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 284,235 shares
    Change vs previous 13F +77,980 shares

    0.35% of the 13F portfolio, value $19,106,235.

    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 206,255 shares
    Change vs previous 13F +2,390 shares

    0.27% of the 13F portfolio, value $13,596,323.

    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 203,865 shares
    Change vs previous 13F +83,216 shares

    0.3% of the 13F portfolio, value $12,237,975.

    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 120,649 shares
    Change vs previous 13F +63,732 shares

    0.2% of the 13F portfolio, value $6,277,910.

    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 56,917 shares
    Change vs previous 13F +17,301 shares

    0.11% of the 13F portfolio, value $2,972,225.

    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 39,616 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,274,304.

    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).