Skip to content
Disclosery

Modern Wealth Management, LLC: MPWR position timeline

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

Modern Wealth Management, LLC held 3,132 MPWR 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 3,132 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $4,330,187.

    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 3,105 shares
    Change vs previous 13F -71 shares

    0.06% of the 13F portfolio, value $3,476,532.

    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 3,176 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $2,878,864.

    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 3,111 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $2,864,291.

    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 3,106 shares
    Change vs previous 13F +215 shares

    0.06% of the 13F portfolio, value $2,271,791.

    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 2,891 shares
    Change vs previous 13F +491 shares

    0.05% of the 13F portfolio, value $1,676,800.

    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 2,400 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,420,147.

    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).