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Modern Wealth Management, LLC: KNG position timeline

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

Modern Wealth Management, LLC held 344,253 KNG 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 344,253 shares
    Change vs previous 13F +335,707 shares

    0.21% of the 13F portfolio, value $17,384,779.

    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 8,546 shares
    Change vs previous 13F -36,701 shares

    0.01% of the 13F portfolio, value $416,185.

    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 45,247 shares
    Change vs previous 13F -162,624 shares

    0.04% of the 13F portfolio, value $2,223,897.

    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 207,871 shares
    Change vs previous 13F +29,857 shares

    0.2% of the 13F portfolio, value $10,250,099.

    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 178,014 shares
    Change vs previous 13F +11,137 shares

    0.22% of the 13F portfolio, value $8,740,483.

    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 166,877 shares
    Change vs previous 13F +13,530 shares

    0.27% of the 13F portfolio, value $8,430,638.

    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 153,347 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,699,535.

    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).