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Disclosery

Modern Wealth Management, LLC: IUSB position timeline

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

Modern Wealth Management, LLC held 831,929 IUSB 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 831,929 shares
    Change vs previous 13F +281,415 shares

    0.46% of the 13F portfolio, value $38,393,522.

    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 550,514 shares
    Change vs previous 13F +158,146 shares

    0.44% of the 13F portfolio, value $25,373,192.

    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 392,368 shares
    Change vs previous 13F +111,953 shares

    0.33% of the 13F portfolio, value $18,260,803.

    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 280,415 shares
    Change vs previous 13F -314,670 shares

    0.26% of the 13F portfolio, value $13,098,175.

    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 595,085 shares
    Change vs previous 13F -109,079 shares

    0.68% of the 13F portfolio, value $27,510,764.

    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 704,164 shares
    Change vs previous 13F +78,298 shares

    1.04% of the 13F portfolio, value $32,447,891.

    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 625,866 shares
    Change vs previous 13F +554,494 shares

    1.06% of the 13F portfolio, value $28,289,134.

    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 71,372 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,363,070.

    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).