Modern Wealth Management, LLC: KEX position timeline

Modern Wealth Management, LLC held 0 KEX shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,411 shares

   13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F/A 2,411 shares

   Change vs previous 13F +77 shares

   0.01% of the 13F portfolio, value $273,431.

   13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F/A 2,334 shares

   Change vs previous 13F +370 shares

   0.01% of the 13F portfolio, value $235,757.

   13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
   Filed 2025-06-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F/A 1,964 shares

   Change vs previous 13F -44 shares

   0.01% of the 13F portfolio, value $207,791.

   13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
   Filed 2025-05-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F/A 2,008 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $245,840.

   13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
   Filed 2025-05-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).