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Modern Wealth Management, LLC: MBB position timeline

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

Modern Wealth Management, LLC held 224,776 MBB 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 224,776 shares
    Change vs previous 13F +39,435 shares

    0.25% of the 13F portfolio, value $21,245,855.

    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 185,341 shares
    Change vs previous 13F +39,034 shares

    0.3% of the 13F portfolio, value $17,546,296.

    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 146,307 shares
    Change vs previous 13F +28,743 shares

    0.25% of the 13F portfolio, value $13,931,344.

    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 117,564 shares
    Change vs previous 13F -40,984 shares

    0.22% of the 13F portfolio, value $11,186,236.

    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 158,548 shares
    Change vs previous 13F +2,623 shares

    0.37% of the 13F portfolio, value $14,886,083.

    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 155,925 shares
    Change vs previous 13F +19,602 shares

    0.47% of the 13F portfolio, value $14,622,625.

    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 136,323 shares
    Change vs previous 13F +94,074 shares

    0.47% of the 13F portfolio, value $12,498,128.

    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 42,249 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,047,852.

    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).