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Modern Wealth Management, LLC: IQLT position timeline

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

Modern Wealth Management, LLC held 1,564,321 IQLT 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 1,564,321 shares
    Change vs previous 13F +167,672 shares

    0.93% of the 13F portfolio, value $77,512,085.

    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 1,396,649 shares
    Change vs previous 13F +368,864 shares

    1.12% of the 13F portfolio, value $65,460,948.

    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 1,027,785 shares
    Change vs previous 13F +2,955 shares

    0.85% of the 13F portfolio, value $46,712,850.

    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 1,024,830 shares
    Change vs previous 13F +625,408 shares

    0.9% of the 13F portfolio, value $45,287,258.

    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 399,422 shares
    Change vs previous 13F +17,202 shares

    0.43% of the 13F portfolio, value $17,263,039.

    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 382,220 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $15,170,305.

    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).