Modern Wealth Management, LLC: QCOM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on QCOM, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 16,997 QCOM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 16,997 sharesChange vs previous 13F +3,293 shares
0.04% of the 13F portfolio, value $3,140,949.
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 13,704 sharesChange vs previous 13F +64 shares
0.03% of the 13F portfolio, value $1,744,193.
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 13,640 sharesChange vs previous 13F +1,462 shares
0.04% of the 13F portfolio, value $2,333,363.
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 12,178 sharesChange vs previous 13F +499 shares
0.04% of the 13F portfolio, value $2,025,759.
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 11,679 sharesChange vs previous 13F +743 shares
0.05% of the 13F portfolio, value $1,859,911.
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).
- period ended2025-03-3113F/A 10,936 sharesChange vs previous 13F +555 shares
0.05% of the 13F portfolio, value $1,679,898.
13F-HR/A 0002001900-25-000019 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 ended2024-12-3113F/A 10,381 sharesChange vs previous 13F +666 shares
0.06% of the 13F portfolio, value $1,594,813.
13F-HR/A 0002001900-25-000017 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 ended2024-09-3013F/A 9,715 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,651,956.
13F-HR/A 0002001900-25-000015 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).