Skip to content

Modern Wealth Management, LLC: URA position timeline

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

Modern Wealth Management, LLC held 126,387 URA 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 126,387 shares
    Change vs previous 13F +16,887 shares

    0.07% of the 13F portfolio, value $5,523,120.

    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 109,500 shares
    Change vs previous 13F +13,475 shares

    0.09% of the 13F portfolio, value $5,393,979.

    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 96,025 shares
    Change vs previous 13F +63,899 shares

    0.07% of the 13F portfolio, value $4,103,152.

    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 32,126 shares
    Change vs previous 13F +26,429 shares

    0.03% of the 13F portfolio, value $1,531,451.

    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 5,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $221,104.

    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).