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Disclosery

Modern Wealth Management, LLC: SCHB position timeline

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

Modern Wealth Management, LLC held 1,592,627 SCHB 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 1,592,627 shares
    Change vs previous 13F +62,989 shares

    0.55% of the 13F portfolio, value $46,122,481.

    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 1,529,638 shares
    Change vs previous 13F +43,788 shares

    0.66% of the 13F portfolio, value $38,699,842.

    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 1,485,850 shares
    Change vs previous 13F -33,086 shares

    0.71% of the 13F portfolio, value $38,973,847.

    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 1,518,936 shares
    Change vs previous 13F +1,228,327 shares

    0.77% of the 13F portfolio, value $39,051,863.

    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 290,609 shares
    Change vs previous 13F +37,564 shares

    0.17% of the 13F portfolio, value $6,925,223.

    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 253,045 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,448,064.

    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).