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Disclosery

Modern Wealth Management, LLC: RSP position timeline

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

Modern Wealth Management, LLC held 28,575 RSP 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 28,575 shares
    Change vs previous 13F +3,185 shares

    0.07% of the 13F portfolio, value $6,079,842.

    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 25,390 shares
    Change vs previous 13F -2,183 shares

    0.08% of the 13F portfolio, value $4,888,651.

    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 27,573 shares
    Change vs previous 13F -2,393 shares

    0.1% of the 13F portfolio, value $5,281,858.

    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 29,966 shares
    Change vs previous 13F -3,624 shares

    0.11% of the 13F portfolio, value $5,684,636.

    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 33,590 shares
    Change vs previous 13F +1,401 shares

    0.15% of the 13F portfolio, value $6,104,716.

    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 32,189 shares
    Change vs previous 13F -872 shares

    0.18% of the 13F portfolio, value $5,576,164.

    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 33,061 shares
    Change vs previous 13F +2,612 shares

    0.22% of the 13F portfolio, value $5,793,269.

    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 30,449 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,455,245.

    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).