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Modern Wealth Management, LLC: JMBS position timeline

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

Modern Wealth Management, LLC held 653,740 JMBS 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 653,740 shares
    Change vs previous 13F -1,342,881 shares

    0.35% of the 13F portfolio, value $29,411,749.

    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 1,996,621 shares
    Change vs previous 13F +253,824 shares

    1.55% of the 13F portfolio, value $90,267,256.

    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 1,742,797 shares
    Change vs previous 13F +340,983 shares

    1.45% of the 13F portfolio, value $79,628,389.

    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 1,401,814 shares
    Change vs previous 13F +548,655 shares

    1.27% of the 13F portfolio, value $64,020,832.

    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 853,159 shares
    Change vs previous 13F +484,405 shares

    0.95% of the 13F portfolio, value $38,434,792.

    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 368,754 shares
    Change vs previous 13F +80,539 shares

    0.53% of the 13F portfolio, value $16,667,681.

    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 288,215 shares
    Change vs previous 13F +281,624 shares

    0.48% of the 13F portfolio, value $12,733,355.

    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 6,591 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,470.

    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).