Skip to content
Disclosery

Modern Wealth Management, LLC: XMHQ position timeline

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

Modern Wealth Management, LLC held 56,580 XMHQ 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 56,580 shares
    Change vs previous 13F -26,760 shares

    0.08% of the 13F portfolio, value $6,386,768.

    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 83,340 shares
    Change vs previous 13F -3,518 shares

    0.15% of the 13F portfolio, value $8,701,531.

    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 86,858 shares
    Change vs previous 13F +21 shares

    0.16% of the 13F portfolio, value $8,896,018.

    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 86,837 shares
    Change vs previous 13F +1,041 shares

    0.18% of the 13F portfolio, value $9,114,450.

    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 85,796 shares
    Change vs previous 13F +220 shares

    0.21% of the 13F portfolio, value $8,428,566.

    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 85,576 shares
    Change vs previous 13F +17,262 shares

    0.25% of the 13F portfolio, value $7,832,756.

    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 68,314 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,726,862.

    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).