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Disclosery

Modern Wealth Management, LLC: TKC position timeline

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

Modern Wealth Management, LLC held 10,211 TKC 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 10,211 shares
    Change vs previous 13F -17,326 shares

    <0.01% of the 13F portfolio, value $60,041.

    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 27,537 shares
    Change vs previous 13F -7,043 shares

    <0.01% of the 13F portfolio, value $166,875.

    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 34,580 shares
    Change vs previous 13F -7,040 shares

    <0.01% of the 13F portfolio, value $189,153.

    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 41,620 shares
    Change vs previous 13F +20,893 shares

    <0.01% of the 13F portfolio, value $250,553.

    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 20,727 shares
    Change vs previous 13F -16,185 shares

    <0.01% of the 13F portfolio, value $125,398.

    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 36,912 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $229,593.

    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).