Modern Wealth Management, LLC: TMUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on TMUS, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 7,289 TMUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,289 sharesChange vs previous 13F +1,625 shares
0.01% of the 13F portfolio, value $1,222,621.
13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,664 sharesChange vs previous 13F +1,800 shares
0.02% of the 13F portfolio, value $1,156,798.
13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,864 sharesChange vs previous 13F -126 shares
0.01% of the 13F portfolio, value $784,571.
13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,990 sharesChange vs previous 13F -104 shares
0.02% of the 13F portfolio, value $954,902.
13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 4,094 sharesChange vs previous 13F +149 shares
0.02% of the 13F portfolio, value $975,355.
13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,945 sharesChange vs previous 13F +1,124 shares
0.03% of the 13F portfolio, value $1,052,508.
13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 2,821 sharesChange vs previous 13F +14 shares
0.02% of the 13F portfolio, value $622,739.
13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 2,807 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $579,412.
13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).