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Disclosery

Modern Wealth Management, LLC: RMT position timeline

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

Modern Wealth Management, LLC held 944,413 RMT 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 944,413 shares
    Change vs previous 13F -82,267 shares

    0.17% of the 13F portfolio, value $13,826,212.

    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 1,026,680 shares
    Change vs previous 13F -24,875 shares

    0.2% of the 13F portfolio, value $11,817,086.

    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 1,051,555 shares
    Change vs previous 13F -29,703 shares

    0.2% of the 13F portfolio, value $10,967,714.

    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 1,081,258 shares
    Change vs previous 13F -14,311 shares

    0.22% of the 13F portfolio, value $11,234,273.

    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 1,095,569 shares
    Change vs previous 13F +20,815 shares

    0.25% of the 13F portfolio, value $10,134,018.

    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 1,074,754 shares
    Change vs previous 13F +106,092 shares

    0.29% of the 13F portfolio, value $9,060,176.

    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 968,662 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,444,451.

    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).