Modern Wealth Management, LLC: QMAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on QMAR, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 97,520 QMAR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 97,520 sharesChange vs previous 13F +90,680 shares
0.04% of the 13F portfolio, value $3,631,157.
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 6,840 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $231,260.
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 6,840 sharesChange vs previous 13F -806 shares
<0.01% of the 13F portfolio, value $225,730.
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 7,646 sharesChange vs previous 13F -6,078 shares
<0.01% of the 13F portfolio, value $246,051.
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 13,724 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $425,307.
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).