Filing History
Modern Wealth Management, LLC
25 parsed filings · CIK 0002001900
- 13F HOLDINGS REPORTQ/E Dec 20252,458 pos · $5.48BSEC
- 13F HOLDINGS REPORTQ/E Sep 20252,333 pos · $5.05BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Sep 20252,246 pos · $4.06BSEC
- 13F HOLDINGS REPORTQ/E Jun 20252,162 pos · $4.01BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20251,871 pos · $3.12BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202517 pos · $4.3MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20251,115 pos · $1.63BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20252 pos · $301,784SEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202526 pos · $4.6MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20251,377 pos · $2.67BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202522 pos · $4.4MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20251,344 pos · $2.51BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025958 pos · $1.30BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202558 pos · $52.2MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20251,068 pos · $1.47BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20252 pos · $301,784SEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025763 pos · $1.06BSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202526 pos · $12.3MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202517 pos · $1.7MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025372 pos · $790.5MSEC
- 13F HOLDINGS REPORTQ/E Mar 20251,322 pos · $3.08BSEC
- 13F HOLDINGS REPORTQ/E Dec 2024619 pos · $2.86BSEC
- 13F HOLDINGS REPORTQ/E Sep 2024446 pos · $1.65BSEC
- 13F HOLDINGS REPORTQ/E Jun 2024411 pos · $1.37BSEC
- 13F HOLDINGS REPORTQ/E Mar 2024323 pos · $1.11BSEC