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Modern Wealth Management, LLC: ITOT position timeline

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

Modern Wealth Management, LLC held 123,740 ITOT 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 123,740 shares
    Change vs previous 13F -8,844 shares

    0.24% of the 13F portfolio, value $20,326,815.

    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 132,584 shares
    Change vs previous 13F -9,424 shares

    0.33% of the 13F portfolio, value $19,019,211.

    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 142,008 shares
    Change vs previous 13F +3,125 shares

    0.39% of the 13F portfolio, value $21,115,112.

    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 138,883 shares
    Change vs previous 13F -3,368 shares

    0.4% of the 13F portfolio, value $20,228,262.

    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 142,251 shares
    Change vs previous 13F +24,459 shares

    0.48% of the 13F portfolio, value $19,209,626.

    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 117,792 shares
    Change vs previous 13F +87,342 shares

    0.46% of the 13F portfolio, value $14,371,743.

    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 30,450 shares
    Change vs previous 13F +1,043 shares

    0.15% of the 13F portfolio, value $3,916,469.

    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 29,407 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,694,119.

    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).