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Modern Wealth Management, LLC: PPA position timeline

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

Modern Wealth Management, LLC held 196,588 PPA 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 196,588 shares
    Change vs previous 13F +70,966 shares

    0.41% of the 13F portfolio, value $34,727,204.

    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 125,622 shares
    Change vs previous 13F +35,466 shares

    0.37% of the 13F portfolio, value $21,313,104.

    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 90,156 shares
    Change vs previous 13F +246 shares

    0.26% of the 13F portfolio, value $14,121,078.

    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 89,910 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $13,976,451.

    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).