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Modern Wealth Management, LLC: OUNZ position timeline

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

Modern Wealth Management, LLC held 1,037,290 OUNZ 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 1,037,290 shares
    Change vs previous 13F +493,705 shares

    0.48% of the 13F portfolio, value $40,029,003.

    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 543,585 shares
    Change vs previous 13F -24,964 shares

    0.43% of the 13F portfolio, value $24,917,914.

    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 568,549 shares
    Change vs previous 13F -57,247 shares

    0.43% of the 13F portfolio, value $23,583,393.

    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 625,796 shares
    Change vs previous 13F +23,315 shares

    0.46% of the 13F portfolio, value $23,273,335.

    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 602,481 shares
    Change vs previous 13F -26,974 shares

    0.48% of the 13F portfolio, value $19,213,104.

    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 629,455 shares
    Change vs previous 13F +1,154 shares

    0.61% of the 13F portfolio, value $18,971,760.

    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 628,301 shares
    Change vs previous 13F +179,893 shares

    0.59% of the 13F portfolio, value $15,896,008.

    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 448,408 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $11,385,072.

    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).