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Modern Wealth Management, LLC: MSI position timeline

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

Modern Wealth Management, LLC held 7,574 MSI 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 7,574 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $3,145,508.

    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 7,672 shares
    Change vs previous 13F -199 shares

    0.06% of the 13F portfolio, value $3,330,686.

    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 7,871 shares
    Change vs previous 13F -364 shares

    0.06% of the 13F portfolio, value $3,017,085.

    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 8,235 shares
    Change vs previous 13F +251 shares

    0.07% of the 13F portfolio, value $3,765,784.

    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 7,984 shares
    Change vs previous 13F +78 shares

    0.08% of the 13F portfolio, value $3,356,864.

    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 7,906 shares
    Change vs previous 13F +517 shares

    0.11% of the 13F portfolio, value $3,461,593.

    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 7,389 shares
    Change vs previous 13F -32 shares

    0.13% of the 13F portfolio, value $3,415,624.

    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 7,421 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,336,909.

    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).