Filer · Institutional
Modern Wealth Management,LLC
CIK 0002001900TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 24
Q1 202613F-HR
0002001900-26-000006 · filed 2026-05-14
0
positions
Q4 202513F-HR
0002001900-26-000001 · filed 2026-02-17
841
positions
Q3 202513F-HR
0002001900-25-000023 · filed 2025-11-12
804
positions
Q2 202513F-HR
0002001900-25-000021 · filed 2025-08-14
769
positions
Q2 202513F-HR/A
0002001900-25-000022 · filed 2025-11-12
776
positions
Q1 202513F-HR/A
0002001900-25-000019 · filed 2025-06-02
668
positions
Q1 202513F-HR
0002001900-25-000003 · filed 2025-05-15
669
positions
Q1 202513F-HR/A
0002001900-25-000020 · filed 2025-06-02
7
positions
Q4 202413F-HR
0002001900-25-000001 · filed 2025-02-11
605
positions
Q4 202413F-HR/A
0002001900-25-000014 · filed 2025-05-30
11
positions
Q4 202413F-HR/A
0002001900-25-000013 · filed 2025-05-30
547
positions
Q4 202413F-HR/A
0002001900-25-000018 · filed 2025-05-30
12
positions
Q4 202413F-HR/A
0002001900-25-000017 · filed 2025-05-30
567
positions
Q3 202413F-HR/A
0002001900-25-000015 · filed 2025-05-30
435
positions
Q3 202413F-HR/A
0002001900-25-000012 · filed 2025-05-29
1
positions
Q3 202413F-HR/A
0002001900-25-000016 · filed 2025-05-30
1
positions
Q3 202413F-HR
0002001900-24-000005 · filed 2024-11-05
441
positions
Q3 202413F-HR/A
0002001900-25-000011 · filed 2025-05-29
407
positions
Q2 202413F-HR/A
0002001900-25-000009 · filed 2025-05-29
371
positions
Q2 202413F-HR/A
0002001900-25-000010 · filed 2025-05-29
36
positions
Q1 202413F-HR/A
0002001900-25-000007 · filed 2025-05-29
288
positions
Q1 202413F-HR/A
0002001900-25-000008 · filed 2025-05-29
10
positions
Q4 202313F-HR/A
0002001900-25-000005 · filed 2025-05-28
184
positions
Q4 202313F-HR/A
0002001900-25-000006 · filed 2025-05-28
7
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.