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Disclosery

Modern Wealth Management, LLC: RTH position timeline

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

Modern Wealth Management, LLC held 876 RTH 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 876 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $224,031.

    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 883 shares
    Change vs previous 13F -742 shares

    <0.01% of the 13F portfolio, value $222,761.

    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 1,625 shares
    Change vs previous 13F -760 shares

    0.01% of the 13F portfolio, value $405,462.

    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 2,385 shares
    Change vs previous 13F -5,332 shares

    0.01% of the 13F portfolio, value $598,414.

    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 7,717 shares
    Change vs previous 13F +175 shares

    0.05% of the 13F portfolio, value $1,841,668.

    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 7,542 shares
    Change vs previous 13F +82 shares

    0.05% of the 13F portfolio, value $1,702,690.

    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 7,460 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,672,576.

    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).