Skip to content
Disclosery

Modern Wealth Management, LLC: IOO position timeline

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

Modern Wealth Management, LLC held 162,393 IOO 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 162,393 shares
    Change vs previous 13F -138,086 shares

    0.26% of the 13F portfolio, value $22,182,946.

    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 300,479 shares
    Change vs previous 13F +4,779 shares

    0.63% of the 13F portfolio, value $36,676,492.

    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 295,700 shares
    Change vs previous 13F -20,677 shares

    0.68% of the 13F portfolio, value $37,456,303.

    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 316,377 shares
    Change vs previous 13F -570 shares

    0.75% of the 13F portfolio, value $37,968,452.

    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 316,947 shares
    Change vs previous 13F +41 shares

    0.85% of the 13F portfolio, value $34,170,104.

    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 316,906 shares
    Change vs previous 13F +697 shares

    0.98% of the 13F portfolio, value $30,514,863.

    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 316,209 shares
    Change vs previous 13F +211,222 shares

    1.19% of the 13F portfolio, value $31,864,414.

    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 104,987 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $10,410,501.

    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).