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Modern Wealth Management, LLC: TLT position timeline

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

Modern Wealth Management, LLC held 25,501 TLT 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 25,501 shares
    Change vs previous 13F -1,985 shares

    0.03% of the 13F portfolio, value $2,203,780.

    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 27,486 shares
    Change vs previous 13F -3,713 shares

    0.04% of the 13F portfolio, value $2,370,960.

    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 31,199 shares
    Change vs previous 13F +1,673 shares

    0.05% of the 13F portfolio, value $2,719,320.

    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 29,526 shares
    Change vs previous 13F -24,207 shares

    0.05% of the 13F portfolio, value $2,638,705.

    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 53,733 shares
    Change vs previous 13F +1,774 shares

    0.12% of the 13F portfolio, value $4,741,911.

    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 51,959 shares
    Change vs previous 13F -21,458 shares

    0.15% of the 13F portfolio, value $4,729,842.

    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 73,417 shares
    Change vs previous 13F +34,920 shares

    0.24% of the 13F portfolio, value $6,411,497.

    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 38,497 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,776,532.

    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).