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Disclosery

Modern Wealth Management, LLC: PSCI position timeline

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

Modern Wealth Management, LLC held 19,328 PSCI 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 19,328 shares
    Change vs previous 13F +19,328 shares

    0.04% of the 13F portfolio, value $3,596,253.

    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 ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -24,410 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F/A 24,410 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,279,900.

    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).