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Modern Wealth Management, LLC: TCAF position timeline

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

Modern Wealth Management, LLC held 147,223 TCAF 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 147,223 shares
    Change vs previous 13F -1,131,767 shares

    0.07% of the 13F portfolio, value $6,050,850.

    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 1,278,990 shares
    Change vs previous 13F -671 shares

    0.79% of the 13F portfolio, value $45,723,882.

    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 1,279,661 shares
    Change vs previous 13F -7,281 shares

    0.89% of the 13F portfolio, value $48,908,632.

    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 1,286,942 shares
    Change vs previous 13F +8,633 shares

    0.96% of the 13F portfolio, value $48,517,718.

    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 1,278,309 shares
    Change vs previous 13F +14,553 shares

    1.12% of the 13F portfolio, value $45,098,746.

    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 1,263,756 shares
    Change vs previous 13F +412 shares

    1.3% of the 13F portfolio, value $40,794,048.

    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 1,263,344 shares
    Change vs previous 13F +578,414 shares

    1.57% of the 13F portfolio, value $42,031,460.

    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 684,930 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $22,773,918.

    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).