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Disclosery

Modern Wealth Management, LLC: WIT position timeline

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

Modern Wealth Management, LLC held 38,678 WIT 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 38,678 shares
    Change vs previous 13F -42,429 shares

    <0.01% of the 13F portfolio, value $87,026.

    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 81,107 shares
    Change vs previous 13F -137,976 shares

    <0.01% of the 13F portfolio, value $171,135.

    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 219,083 shares
    Change vs previous 13F +3,720 shares

    0.01% of the 13F portfolio, value $622,196.

    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 215,363 shares
    Change vs previous 13F -10,425 shares

    0.01% of the 13F portfolio, value $566,405.

    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 225,788 shares
    Change vs previous 13F +25,772 shares

    0.02% of the 13F portfolio, value $681,880.

    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 200,016 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $612,049.

    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).