Skip to content
Disclosery

Modern Wealth Management, LLC: NLR position timeline

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

Modern Wealth Management, LLC held 47,799 NLR 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 47,799 shares
    Change vs previous 13F +27,047 shares

    0.07% of the 13F portfolio, value $5,543,743.

    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 20,752 shares
    Change vs previous 13F +3,052 shares

    0.05% of the 13F portfolio, value $2,788,256.

    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 17,700 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,198,372.

    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).