Skip to content
Disclosery

Modern Wealth Management, LLC: SW position timeline

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

Modern Wealth Management, LLC held 0 SW shares at 2025-03-31 per its 13F-HR/A filed 2025-06-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -10,686 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F/A 10,686 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $575,548.

    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).