Skip to content
Disclosery

Modern Wealth Management, LLC: WSO position timeline

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

Modern Wealth Management, LLC held 2,505 WSO 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 2,505 shares
    Change vs previous 13F +1,508 shares

    0.01% of the 13F portfolio, value $1,043,685.

    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 997 shares
    Change vs previous 13F -90 shares

    0.01% of the 13F portfolio, value $374,802.

    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 1,087 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $366,441.

    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 739 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $298,759.

    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 756 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $333,727.

    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 744 shares
    Change vs previous 13F +107 shares

    0.01% of the 13F portfolio, value $378,393.

    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 637 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $301,574.

    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 628 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $309,055.

    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).