Skip to content
Disclosery

Modern Wealth Management, LLC: SMMV position timeline

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

Modern Wealth Management, LLC held 59,023 SMMV 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 59,023 shares
    Change vs previous 13F -9,363 shares

    0.03% of the 13F portfolio, value $2,717,418.

    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 68,386 shares
    Change vs previous 13F -243 shares

    0.05% of the 13F portfolio, value $2,998,733.

    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 68,629 shares
    Change vs previous 13F +1,804 shares

    0.05% of the 13F portfolio, value $2,973,674.

    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 66,825 shares
    Change vs previous 13F +1,192 shares

    0.06% of the 13F portfolio, value $2,876,814.

    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 65,633 shares
    Change vs previous 13F +3,864 shares

    0.07% of the 13F portfolio, value $2,757,233.

    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 61,769 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,560,309.

    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).