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Disclosery

Modern Wealth Management, LLC: TXN position timeline

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

Modern Wealth Management, LLC held 27,156 TXN 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 27,156 shares
    Change vs previous 13F -615 shares

    0.1% of the 13F portfolio, value $8,094,406.

    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 27,771 shares
    Change vs previous 13F +256 shares

    0.09% of the 13F portfolio, value $5,451,488.

    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 27,515 shares
    Change vs previous 13F +398 shares

    0.09% of the 13F portfolio, value $4,773,445.

    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 27,117 shares
    Change vs previous 13F +119 shares

    0.1% of the 13F portfolio, value $4,982,283.

    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 26,998 shares
    Change vs previous 13F +10,632 shares

    0.14% of the 13F portfolio, value $5,605,400.

    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 16,366 shares
    Change vs previous 13F +3,267 shares

    0.09% of the 13F portfolio, value $2,940,786.

    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 13,099 shares
    Change vs previous 13F +7,713 shares

    0.09% of the 13F portfolio, value $2,456,189.

    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 5,386 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,112,462.

    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).