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Disclosery

Modern Wealth Management, LLC: SOXX position timeline

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

Modern Wealth Management, LLC held 7,255 SOXX 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 7,255 shares
    Change vs previous 13F -97 shares

    0.06% of the 13F portfolio, value $4,648,633.

    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 7,352 shares
    Change vs previous 13F -145 shares

    0.04% of the 13F portfolio, value $2,488,903.

    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 7,497 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,257,683.

    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).