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Modern Wealth Management, LLC: XNEAX position timeline

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

Modern Wealth Management, LLC held 90,464 XNEAX 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 90,464 shares
    Change vs previous 13F -13,092 shares

    0.01% of the 13F portfolio, value $1,062,053.

    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 103,556 shares
    Change vs previous 13F -10,600 shares

    0.02% of the 13F portfolio, value $1,181,579.

    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 114,156 shares
    Change vs previous 13F -11,010 shares

    0.02% of the 13F portfolio, value $1,327,640.

    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 125,166 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,425,646.

    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 125,166 shares
    Change vs previous 13F -7,000 shares

    0.03% of the 13F portfolio, value $1,366,818.

    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 132,166 shares
    Change vs previous 13F -8,368 shares

    0.05% of the 13F portfolio, value $1,480,265.

    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 140,534 shares
    Change vs previous 13F +124,158 shares

    0.06% of the 13F portfolio, value $1,585,229.

    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 16,376 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $196,026.

    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).