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Modern Wealth Management, LLC: PECO position timeline

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

Modern Wealth Management, LLC held 96,847 PECO 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 96,847 shares
    Change vs previous 13F -3,477 shares

    0.05% of the 13F portfolio, value $4,030,790.

    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 100,324 shares
    Change vs previous 13F -4,883 shares

    0.06% of the 13F portfolio, value $3,736,063.

    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 105,207 shares
    Change vs previous 13F -6,054 shares

    0.07% of the 13F portfolio, value $3,742,228.

    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 111,261 shares
    Change vs previous 13F -4,828 shares

    0.08% of the 13F portfolio, value $3,819,590.

    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 116,089 shares
    Change vs previous 13F -2,052 shares

    0.1% of the 13F portfolio, value $4,066,613.

    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 118,141 shares
    Change vs previous 13F +713 shares

    0.14% of the 13F portfolio, value $4,310,966.

    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 117,428 shares
    Change vs previous 13F +41,205 shares

    0.16% of the 13F portfolio, value $4,398,843.

    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 76,223 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,874,368.

    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).