Skip to content
Disclosery

Modern Wealth Management, LLC: NFJ position timeline

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

Modern Wealth Management, LLC held 88,328 NFJ 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 88,328 shares
    Change vs previous 13F -550 shares

    0.02% of the 13F portfolio, value $1,341,701.

    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 88,878 shares
    Change vs previous 13F -11,951 shares

    0.02% of the 13F portfolio, value $1,142,975.

    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 100,829 shares
    Change vs previous 13F -27,313 shares

    0.02% of the 13F portfolio, value $1,299,684.

    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 128,142 shares
    Change vs previous 13F -732 shares

    0.03% of the 13F portfolio, value $1,667,126.

    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 128,874 shares
    Change vs previous 13F +6,912 shares

    0.04% of the 13F portfolio, value $1,598,039.

    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 121,962 shares
    Change vs previous 13F +2,071 shares

    0.05% of the 13F portfolio, value $1,479,397.

    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 119,891 shares
    Change vs previous 13F +5,669 shares

    0.06% of the 13F portfolio, value $1,514,222.

    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 114,222 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,489,459.

    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).