Skip to content
Disclosery

Modern Wealth Management, LLC: USFR position timeline

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

Modern Wealth Management, LLC held 303,170 USFR 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 303,170 shares
    Change vs previous 13F +1,674 shares

    0.18% of the 13F portfolio, value $15,264,609.

    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 301,496 shares
    Change vs previous 13F -4,071 shares

    0.26% of the 13F portfolio, value $15,177,294.

    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 305,567 shares
    Change vs previous 13F -83,549 shares

    0.28% of the 13F portfolio, value $15,376,122.

    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 389,116 shares
    Change vs previous 13F -89,749 shares

    0.39% of the 13F portfolio, value $19,560,884.

    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 478,865 shares
    Change vs previous 13F -33,322 shares

    0.6% of the 13F portfolio, value $24,091,689.

    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 512,187 shares
    Change vs previous 13F -24,297 shares

    0.82% of the 13F portfolio, value $25,778,383.

    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 536,484 shares
    Change vs previous 13F +498,098 shares

    1.01% of the 13F portfolio, value $26,995,854.

    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 38,386 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,927,745.

    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).