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Modern Wealth Management, LLC: WMT position timeline

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

Modern Wealth Management, LLC held 101,893 WMT 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 101,893 shares
    Change vs previous 13F +18,577 shares

    0.14% of the 13F portfolio, value $11,540,509.

    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 83,316 shares
    Change vs previous 13F +11,107 shares

    0.18% of the 13F portfolio, value $10,392,934.

    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 72,209 shares
    Change vs previous 13F +3,532 shares

    0.15% of the 13F portfolio, value $8,044,889.

    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 68,677 shares
    Change vs previous 13F +895 shares

    0.14% of the 13F portfolio, value $7,077,935.

    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 67,782 shares
    Change vs previous 13F +5,580 shares

    0.16% of the 13F portfolio, value $6,627,689.

    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 62,202 shares
    Change vs previous 13F +8,234 shares

    0.17% of the 13F portfolio, value $5,460,730.

    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 53,968 shares
    Change vs previous 13F +14,355 shares

    0.18% of the 13F portfolio, value $4,876,036.

    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 39,613 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,198,738.

    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).