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Modern Wealth Management, LLC: MO position timeline

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

Modern Wealth Management, LLC held 27,889 MO 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 27,889 shares
    Change vs previous 13F +5,016 shares

    0.02% of the 13F portfolio, value $2,006,573.

    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 22,873 shares
    Change vs previous 13F -2,226 shares

    0.03% of the 13F portfolio, value $1,497,732.

    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 25,099 shares
    Change vs previous 13F +1,874 shares

    0.03% of the 13F portfolio, value $1,447,224.

    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 23,225 shares
    Change vs previous 13F +1,925 shares

    0.03% of the 13F portfolio, value $1,534,180.

    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 21,300 shares
    Change vs previous 13F +3,839 shares

    0.03% of the 13F portfolio, value $1,248,796.

    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 17,461 shares
    Change vs previous 13F +876 shares

    0.03% of the 13F portfolio, value $1,048,019.

    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 16,585 shares
    Change vs previous 13F +1,003 shares

    0.03% of the 13F portfolio, value $867,223.

    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 15,582 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $795,336.

    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).