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Modern Wealth Management, LLC: IUSV position timeline

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

Modern Wealth Management, LLC held 247,856 IUSV 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 247,856 shares
    Change vs previous 13F +208,330 shares

    0.33% of the 13F portfolio, value $27,301,326.

    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 39,526 shares
    Change vs previous 13F -2,557 shares

    0.07% of the 13F portfolio, value $4,047,017.

    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 42,083 shares
    Change vs previous 13F -13,324 shares

    0.08% of the 13F portfolio, value $4,315,141.

    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 55,407 shares
    Change vs previous 13F -61,973 shares

    0.11% of the 13F portfolio, value $5,537,960.

    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 117,380 shares
    Change vs previous 13F +17,885 shares

    0.28% of the 13F portfolio, value $11,107,667.

    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 99,495 shares
    Change vs previous 13F +1,178 shares

    0.29% of the 13F portfolio, value $9,182,382.

    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 98,317 shares
    Change vs previous 13F +74,814 shares

    0.34% of the 13F portfolio, value $9,103,146.

    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 23,503 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,244,314.

    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).