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Modern Wealth Management, LLC: MPT position timeline

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

Modern Wealth Management, LLC held 51,354 MPT 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 51,354 shares
    Change vs previous 13F -5,126 shares

    <0.01% of the 13F portfolio, value $237,254.

    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 56,480 shares
    Change vs previous 13F +13,385 shares

    <0.01% of the 13F portfolio, value $262,065.

    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 43,095 shares
    Change vs previous 13F -4,591 shares

    <0.01% of the 13F portfolio, value $215,474.

    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 47,686 shares
    Change vs previous 13F +7,495 shares

    <0.01% of the 13F portfolio, value $241,765.

    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 40,191 shares
    Change vs previous 13F +1,189 shares

    <0.01% of the 13F portfolio, value $173,224.

    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 39,002 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $235,182.

    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 38,943 shares
    Change vs previous 13F -11,422 shares

    0.01% of the 13F portfolio, value $153,826.

    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 50,365 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $294,633.

    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).