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Modern Wealth Management, LLC: IVW position timeline

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

Modern Wealth Management, LLC held 735,644 IVW 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 735,644 shares
    Change vs previous 13F +142,788 shares

    1.21% of the 13F portfolio, value $101,173,161.

    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 592,856 shares
    Change vs previous 13F -223,338 shares

    1.17% of the 13F portfolio, value $67,947,260.

    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 816,194 shares
    Change vs previous 13F -42,366 shares

    1.83% of the 13F portfolio, value $100,604,107.

    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 858,560 shares
    Change vs previous 13F -225,006 shares

    2.05% of the 13F portfolio, value $103,645,466.

    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 1,083,566 shares
    Change vs previous 13F -21,821 shares

    2.96% of the 13F portfolio, value $119,300,658.

    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 1,105,387 shares
    Change vs previous 13F +229,167 shares

    3.28% of the 13F portfolio, value $102,613,053.

    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 876,220 shares
    Change vs previous 13F +67,728 shares

    3.32% of the 13F portfolio, value $88,962,583.

    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 808,492 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $77,413,119.

    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).