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Disclosery

Modern Wealth Management, LLC: SAN position timeline

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

Modern Wealth Management, LLC held 29,737 SAN 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 29,737 shares
    Change vs previous 13F +5,776 shares

    <0.01% of the 13F portfolio, value $410,367.

    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 23,961 shares
    Change vs previous 13F +1,889 shares

    <0.01% of the 13F portfolio, value $277,225.

    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 22,072 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,900.

    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).