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Modern Wealth Management, LLC: STIP position timeline

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

Modern Wealth Management, LLC held 290,562 STIP 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 290,562 shares
    Change vs previous 13F -61,117 shares

    0.35% of the 13F portfolio, value $29,683,798.

    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 351,679 shares
    Change vs previous 13F -85,005 shares

    0.62% of the 13F portfolio, value $36,265,146.

    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 436,684 shares
    Change vs previous 13F -93,547 shares

    0.82% of the 13F portfolio, value $44,712,120.

    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 530,231 shares
    Change vs previous 13F -83,594 shares

    1.08% of the 13F portfolio, value $54,804,715.

    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 613,825 shares
    Change vs previous 13F -9,166 shares

    1.57% of the 13F portfolio, value $63,168,742.

    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 622,991 shares
    Change vs previous 13F -14,878 shares

    2.06% of the 13F portfolio, value $64,460,843.

    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 637,869 shares
    Change vs previous 13F -413,595 shares

    2.4% of the 13F portfolio, value $64,169,609.

    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 1,051,464 shares
    Change vs previous 13F not available

    6.53% of the 13F portfolio, value $106,534,318.

    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).