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Modern Wealth Management, LLC: MEAR position timeline

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

Modern Wealth Management, LLC held 41,652 MEAR 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 41,652 shares
    Change vs previous 13F -13,460 shares

    0.03% of the 13F portfolio, value $2,098,419.

    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 55,112 shares
    Change vs previous 13F -16,189 shares

    0.05% of the 13F portfolio, value $2,771,007.

    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 71,301 shares
    Change vs previous 13F -19,875 shares

    0.07% of the 13F portfolio, value $3,587,887.

    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 91,176 shares
    Change vs previous 13F -1,391 shares

    0.09% of the 13F portfolio, value $4,605,319.

    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 92,567 shares
    Change vs previous 13F +530 shares

    0.12% of the 13F portfolio, value $4,653,336.

    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 92,037 shares
    Change vs previous 13F +11,419 shares

    0.15% of the 13F portfolio, value $4,623,958.

    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 80,618 shares
    Change vs previous 13F +44,326 shares

    0.15% of the 13F portfolio, value $4,026,882.

    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 36,292 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,826,034.

    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).