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Modern Wealth Management, LLC: SCHY position timeline

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

Modern Wealth Management, LLC held 601,864 SCHY 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 601,864 shares
    Change vs previous 13F +266,735 shares

    0.23% of the 13F portfolio, value $19,097,154.

    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 335,129 shares
    Change vs previous 13F +11,496 shares

    0.18% of the 13F portfolio, value $10,636,994.

    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 323,633 shares
    Change vs previous 13F +89,791 shares

    0.18% of the 13F portfolio, value $9,650,736.

    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 233,842 shares
    Change vs previous 13F +88,656 shares

    0.13% of the 13F portfolio, value $6,533,545.

    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 145,186 shares
    Change vs previous 13F -2,449 shares

    0.1% of the 13F portfolio, value $3,970,837.

    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 147,635 shares
    Change vs previous 13F +8,580 shares

    0.12% of the 13F portfolio, value $3,746,976.

    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 139,055 shares
    Change vs previous 13F +7,166 shares

    0.12% of the 13F portfolio, value $3,214,952.

    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 131,889 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,451,535.

    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).