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Disclosery

Modern Wealth Management, LLC: YSEP position timeline

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

Modern Wealth Management, LLC held 52,764 YSEP 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 52,764 shares
    Change vs previous 13F -165,009 shares

    0.02% of the 13F portfolio, value $1,453,121.

    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 217,773 shares
    Change vs previous 13F +75,765 shares

    0.1% of the 13F portfolio, value $5,749,205.

    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 142,008 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,694,324.

    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).