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Modern Wealth Management, LLC: NAD position timeline

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

Modern Wealth Management, LLC held 110,385 NAD 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 110,385 shares
    Change vs previous 13F -13,984 shares

    0.02% of the 13F portfolio, value $1,337,861.

    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 124,369 shares
    Change vs previous 13F -14,098 shares

    0.03% of the 13F portfolio, value $1,461,335.

    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 138,467 shares
    Change vs previous 13F -77,552 shares

    0.03% of the 13F portfolio, value $1,664,375.

    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 216,019 shares
    Change vs previous 13F -15,910 shares

    0.05% of the 13F portfolio, value $2,525,267.

    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 231,929 shares
    Change vs previous 13F -11,590 shares

    0.07% of the 13F portfolio, value $2,618,475.

    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 243,519 shares
    Change vs previous 13F -6,791 shares

    0.09% of the 13F portfolio, value $2,805,343.

    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 250,310 shares
    Change vs previous 13F +232,729 shares

    0.11% of the 13F portfolio, value $2,918,618.

    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 17,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,653.

    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).