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Modern Wealth Management, LLC: INTF position timeline

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

Modern Wealth Management, LLC held 630,132 INTF 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 630,132 shares
    Change vs previous 13F -42,982 shares

    0.31% of the 13F portfolio, value $25,810,213.

    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 673,114 shares
    Change vs previous 13F -84,393 shares

    0.46% of the 13F portfolio, value $26,675,519.

    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 757,507 shares
    Change vs previous 13F -15,751 shares

    0.52% of the 13F portfolio, value $28,595,885.

    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 773,258 shares
    Change vs previous 13F -2,693 shares

    0.55% of the 13F portfolio, value $27,767,700.

    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 775,951 shares
    Change vs previous 13F +2,783 shares

    0.66% of the 13F portfolio, value $26,560,814.

    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 773,168 shares
    Change vs previous 13F +266,387 shares

    0.76% of the 13F portfolio, value $23,844,488.

    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 506,781 shares
    Change vs previous 13F +25,602 shares

    0.54% of the 13F portfolio, value $14,554,838.

    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 481,179 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $15,123,445.

    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).