Skip to content
Disclosery

Modern Wealth Management, LLC: RODM position timeline

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

Modern Wealth Management, LLC held 86,176 RODM 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 86,176 shares
    Change vs previous 13F -2,550 shares

    0.04% of the 13F portfolio, value $3,482,369.

    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 88,726 shares
    Change vs previous 13F -2,414 shares

    0.06% of the 13F portfolio, value $3,533,058.

    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 91,140 shares
    Change vs previous 13F -4,179 shares

    0.06% of the 13F portfolio, value $3,369,900.

    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 95,319 shares
    Change vs previous 13F -1,768 shares

    0.07% of the 13F portfolio, value $3,386,206.

    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 97,087 shares
    Change vs previous 13F -54,146 shares

    0.08% of the 13F portfolio, value $3,310,656.

    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 151,233 shares
    Change vs previous 13F -6,138 shares

    0.15% of the 13F portfolio, value $4,686,701.

    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 157,371 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,472,475.

    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).