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Modern Wealth Management, LLC: ISCF position timeline

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

Modern Wealth Management, LLC held 271,793 ISCF 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 271,793 shares
    Change vs previous 13F -10,556 shares

    0.14% of the 13F portfolio, value $11,765,908.

    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 282,349 shares
    Change vs previous 13F -41,900 shares

    0.21% of the 13F portfolio, value $12,016,768.

    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 324,249 shares
    Change vs previous 13F -13,410 shares

    0.25% of the 13F portfolio, value $13,449,830.

    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 337,659 shares
    Change vs previous 13F -2,924 shares

    0.27% of the 13F portfolio, value $13,886,226.

    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 340,583 shares
    Change vs previous 13F -23 shares

    0.33% of the 13F portfolio, value $13,204,402.

    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 340,606 shares
    Change vs previous 13F -16,450 shares

    0.37% of the 13F portfolio, value $11,471,780.

    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 357,056 shares
    Change vs previous 13F +6,636 shares

    0.43% of the 13F portfolio, value $11,525,783.

    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 350,420 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $12,352,300.

    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).