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Modern Wealth Management, LLC: XLU position timeline

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

Modern Wealth Management, LLC held 396,866 XLU 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 396,866 shares
    Change vs previous 13F +36,385 shares

    0.21% of the 13F portfolio, value $17,993,940.

    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 360,481 shares
    Change vs previous 13F +64,472 shares

    0.29% of the 13F portfolio, value $16,621,763.

    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 296,009 shares
    Change vs previous 13F +169,662 shares

    0.23% of the 13F portfolio, value $12,636,592.

    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 126,347 shares
    Change vs previous 13F +21,006 shares

    0.22% of the 13F portfolio, value $11,018,710.

    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 105,341 shares
    Change vs previous 13F +17,694 shares

    0.21% of the 13F portfolio, value $8,602,137.

    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 87,647 shares
    Change vs previous 13F +6,895 shares

    0.22% of the 13F portfolio, value $6,910,920.

    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 80,752 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,112,086.

    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).