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Disclosery

Modern Wealth Management, LLC: MDT position timeline

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

Modern Wealth Management, LLC held 14,033 MDT 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 14,033 shares
    Change vs previous 13F -4,481 shares

    0.01% of the 13F portfolio, value $1,097,779.

    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 18,514 shares
    Change vs previous 13F -4,794 shares

    0.03% of the 13F portfolio, value $1,593,312.

    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 23,308 shares
    Change vs previous 13F +3,932 shares

    0.04% of the 13F portfolio, value $2,238,925.

    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 19,376 shares
    Change vs previous 13F +2,787 shares

    0.04% of the 13F portfolio, value $1,845,394.

    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 16,589 shares
    Change vs previous 13F -889 shares

    0.04% of the 13F portfolio, value $1,446,076.

    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 17,478 shares
    Change vs previous 13F +3,550 shares

    0.05% of the 13F portfolio, value $1,570,613.

    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 13,928 shares
    Change vs previous 13F +304 shares

    0.04% of the 13F portfolio, value $1,112,552.

    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 13,624 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,226,496.

    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).