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Modern Wealth Management, LLC: QDPL position timeline

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

Modern Wealth Management, LLC held 226,587 QDPL 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 226,587 shares
    Change vs previous 13F +77,341 shares

    0.12% of the 13F portfolio, value $10,212,257.

    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 149,246 shares
    Change vs previous 13F +13,328 shares

    0.1% of the 13F portfolio, value $6,033,998.

    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 135,918 shares
    Change vs previous 13F +27,828 shares

    0.11% of the 13F portfolio, value $5,773,801.

    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 108,090 shares
    Change vs previous 13F +34,323 shares

    0.09% of the 13F portfolio, value $4,528,983.

    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 73,767 shares
    Change vs previous 13F +19,935 shares

    0.07% of the 13F portfolio, value $2,910,828.

    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 53,832 shares
    Change vs previous 13F +16,428 shares

    0.06% of the 13F portfolio, value $1,965,935.

    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 37,404 shares
    Change vs previous 13F +5,641 shares

    0.05% of the 13F portfolio, value $1,435,947.

    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 31,763 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,205,730.

    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).