Filer · Institutional
Modern Wealth Management,LLC
CIK 0002001900TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
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/A
0002001900-25-000022 · filed 2025-11-12
776
positions
Q2 202513F-HR
0002001900-25-000021 · filed 2025-08-14
769
positions
Q1 202513F-HR/A
0002001900-25-000019 · filed 2025-06-02
668
positions
Q1 202513F-HR/A
0002001900-25-000020 · filed 2025-06-02
7
positions
Q4 202413F-HR/A
0002001900-25-000018 · filed 2025-05-30
12
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.