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Modern Wealth Management, LLC: MA position timeline

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

Modern Wealth Management, LLC held 5,270 MA 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 5,270 shares
    Change vs previous 13F +1,385 shares

    0.03% of the 13F portfolio, value $2,706,854.

    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 3,885 shares
    Change vs previous 13F +760 shares

    0.03% of the 13F portfolio, value $1,909,896.

    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 3,125 shares
    Change vs previous 13F +138 shares

    0.03% of the 13F portfolio, value $1,783,669.

    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 2,987 shares
    Change vs previous 13F +498 shares

    0.03% of the 13F portfolio, value $1,699,327.

    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 2,489 shares
    Change vs previous 13F +158 shares

    0.03% of the 13F portfolio, value $1,398,982.

    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 2,331 shares
    Change vs previous 13F +494 shares

    0.04% of the 13F portfolio, value $1,277,597.

    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 1,837 shares
    Change vs previous 13F +616 shares

    0.04% of the 13F portfolio, value $967,309.

    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 1,221 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $602,938.

    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).