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Disclosery

Modern Wealth Management, LLC: ROST position timeline

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

Modern Wealth Management, LLC held 3,976 ROST 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 3,976 shares
    Change vs previous 13F +1,766 shares

    0.01% of the 13F portfolio, value $846,232.

    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 2,210 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $486,148.

    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 2,083 shares
    Change vs previous 13F +226 shares

    0.01% of the 13F portfolio, value $375,245.

    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 1,857 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $283,129.

    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 1,834 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $234,082.

    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 1,815 shares
    Change vs previous 13F -240 shares

    0.01% of the 13F portfolio, value $232,013.

    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 2,055 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $310,928.

    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).