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Modern Wealth Management, LLC: SMLF position timeline

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

Modern Wealth Management, LLC held 809,068 SMLF 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 809,068 shares
    Change vs previous 13F +75,094 shares

    0.86% of the 13F portfolio, value $72,120,284.

    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 733,974 shares
    Change vs previous 13F +228,292 shares

    0.96% of the 13F portfolio, value $55,811,381.

    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 505,682 shares
    Change vs previous 13F +145,158 shares

    0.69% of the 13F portfolio, value $37,865,484.

    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 360,524 shares
    Change vs previous 13F +292,518 shares

    0.53% of the 13F portfolio, value $26,804,958.

    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 68,006 shares
    Change vs previous 13F +13,557 shares

    0.11% of the 13F portfolio, value $4,621,036.

    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 54,449 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,384,552.

    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).