Modern Wealth Management, LLC: NUSC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on NUSC, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 32,766 NUSC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 32,766 sharesChange vs previous 13F -6,619 shares
0.02% of the 13F portfolio, value $1,707,764.
13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,385 sharesChange vs previous 13F -5,873 shares
0.03% of the 13F portfolio, value $1,789,654.
13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,258 sharesChange vs previous 13F -1,862 shares
0.04% of the 13F portfolio, value $2,020,770.
13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,120 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $2,077,992.
13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 47,120 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,919,669.
13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).