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Disclosery

Modern Wealth Management, LLC: TLH position timeline

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

Modern Wealth Management, LLC held 215,420 TLH 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 215,420 shares
    Change vs previous 13F -14,405 shares

    0.26% of the 13F portfolio, value $21,617,412.

    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 229,825 shares
    Change vs previous 13F +18,980 shares

    0.4% of the 13F portfolio, value $23,037,590.

    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 210,845 shares
    Change vs previous 13F +21,944 shares

    0.39% of the 13F portfolio, value $21,436,647.

    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 188,901 shares
    Change vs previous 13F -27,222 shares

    0.38% of the 13F portfolio, value $19,454,974.

    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 216,123 shares
    Change vs previous 13F +133,455 shares

    0.55% of the 13F portfolio, value $21,958,126.

    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 82,668 shares
    Change vs previous 13F +23,481 shares

    0.27% of the 13F portfolio, value $8,576,846.

    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 59,187 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,891,502.

    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).