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Disclosery

Modern Wealth Management, LLC: IJS position timeline

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

Modern Wealth Management, LLC held 2,552 IJS 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 2,552 shares
    Change vs previous 13F -409,286 shares

    <0.01% of the 13F portfolio, value $348,850.

    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 411,838 shares
    Change vs previous 13F +408,412 shares

    0.84% of the 13F portfolio, value $48,872,828.

    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 3,426 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $389,636.

    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 3,576 shares
    Change vs previous 13F -885 shares

    0.01% of the 13F portfolio, value $395,469.

    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 4,461 shares
    Change vs previous 13F -15,649 shares

    0.01% of the 13F portfolio, value $443,874.

    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 20,110 shares
    Change vs previous 13F +15,462 shares

    0.06% of the 13F portfolio, value $1,960,293.

    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 4,648 shares
    Change vs previous 13F +1,250 shares

    0.02% of the 13F portfolio, value $504,832.

    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 3,398 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $365,823.

    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).