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Modern Wealth Management, LLC: IYR position timeline

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

Modern Wealth Management, LLC held 91,203 IYR 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 91,203 shares
    Change vs previous 13F +46,162 shares

    0.11% of the 13F portfolio, value $9,325,492.

    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 45,041 shares
    Change vs previous 13F +3,720 shares

    0.07% of the 13F portfolio, value $4,273,463.

    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 41,321 shares
    Change vs previous 13F +1,164 shares

    0.07% of the 13F portfolio, value $3,879,633.

    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 40,157 shares
    Change vs previous 13F -14,731 shares

    0.08% of the 13F portfolio, value $3,898,409.

    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 54,888 shares
    Change vs previous 13F +18,945 shares

    0.13% of the 13F portfolio, value $5,201,769.

    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 35,943 shares
    Change vs previous 13F -668,297 shares

    0.11% of the 13F portfolio, value $3,441,523.

    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 704,240 shares
    Change vs previous 13F +677,715 shares

    2.45% of the 13F portfolio, value $65,536,614.

    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 26,525 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,702,088.

    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).