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Disclosery

Modern Wealth Management, LLC: ISD position timeline

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

Modern Wealth Management, LLC held 30,574 ISD 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 30,574 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $399,291.

    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 30,541 shares
    Change vs previous 13F -5,774 shares

    0.01% of the 13F portfolio, value $403,440.

    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 36,315 shares
    Change vs previous 13F -4,615 shares

    0.01% of the 13F portfolio, value $525,479.

    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 40,930 shares
    Change vs previous 13F -1,656 shares

    0.01% of the 13F portfolio, value $588,566.

    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 42,586 shares
    Change vs previous 13F -439 shares

    0.01% of the 13F portfolio, value $603,448.

    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 43,025 shares
    Change vs previous 13F +890 shares

    0.02% of the 13F portfolio, value $613,113.

    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 42,135 shares
    Change vs previous 13F +3,702 shares

    0.02% of the 13F portfolio, value $576,406.

    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 38,433 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $535,758.

    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).