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Disclosery

Modern Wealth Management, LLC: USRT position timeline

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

Modern Wealth Management, LLC held 47,713 USRT 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 47,713 shares
    Change vs previous 13F -7,461 shares

    0.04% of the 13F portfolio, value $3,170,476.

    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 55,174 shares
    Change vs previous 13F -12,694 shares

    0.06% of the 13F portfolio, value $3,285,053.

    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 67,868 shares
    Change vs previous 13F -2,633 shares

    0.07% of the 13F portfolio, value $3,865,721.

    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 70,501 shares
    Change vs previous 13F -10,253 shares

    0.08% of the 13F portfolio, value $4,139,810.

    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 80,754 shares
    Change vs previous 13F -4,830 shares

    0.11% of the 13F portfolio, value $4,567,436.

    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 85,584 shares
    Change vs previous 13F -2,094 shares

    0.16% of the 13F portfolio, value $4,929,628.

    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 87,678 shares
    Change vs previous 13F -7,566 shares

    0.19% of the 13F portfolio, value $5,024,809.

    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 95,244 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,864,135.

    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).