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Disclosery

Modern Wealth Management, LLC: WTV position timeline

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

Modern Wealth Management, LLC held 54,192 WTV 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 54,192 shares
    Change vs previous 13F -3,028 shares

    0.07% of the 13F portfolio, value $5,512,414.

    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 57,220 shares
    Change vs previous 13F -7,992 shares

    0.09% of the 13F portfolio, value $5,403,888.

    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 65,212 shares
    Change vs previous 13F -3,631 shares

    0.11% of the 13F portfolio, value $6,084,244.

    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 68,843 shares
    Change vs previous 13F +2,967 shares

    0.12% of the 13F portfolio, value $6,265,403.

    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 65,876 shares
    Change vs previous 13F +3,362 shares

    0.14% of the 13F portfolio, value $5,691,644.

    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 62,514 shares
    Change vs previous 13F +313 shares

    0.16% of the 13F portfolio, value $5,136,792.

    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 62,201 shares
    Change vs previous 13F -6,626 shares

    0.19% of the 13F portfolio, value $5,198,755.

    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 68,827 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,506,458.

    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).