Modern Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Modern Wealth Management going back to May 13, 2024
- Modern Wealth Management 2025 Q2 restated - filed Nov. 12, 2025
- Modern Wealth Management 2025 Q3 - filed Nov. 12, 2025 - new!
- Modern Wealth Management 2025 Q2 - filed Aug. 14, 2025
- Modern Wealth Management 2025 Q1 restated - filed June 2, 2025
- Modern Wealth Management 2025 Q1 amended - filed June 2, 2025
- Modern Wealth Management 2024 Q4 restated - filed May 30, 2025
- Modern Wealth Management 2024 Q4 amended - filed May 30, 2025
- Modern Wealth Management 2024 Q3 restated - filed May 30, 2025
- Modern Wealth Management 2024 Q3 amended - filed May 30, 2025
- Modern Wealth Management 2024 Q4 restated - filed May 30, 2025
- Modern Wealth Management 2024 Q4 amended - filed May 30, 2025
- Modern Wealth Management 2024 Q1 restated - filed May 29, 2025
- Modern Wealth Management 2024 Q1 amended - filed May 29, 2025
- Modern Wealth Management 2024 Q2 restated - filed May 29, 2025
- Modern Wealth Management 2024 Q2 amended - filed May 29, 2025
- Modern Wealth Management 2024 Q3 restated - filed May 29, 2025
- Modern Wealth Management 2024 Q3 amended - filed May 29, 2025
- Modern Wealth Management 2023 Q4 restated - filed May 28, 2025
- Modern Wealth Management 2023 Q4 amended - filed May 28, 2025
- Modern Wealth Management 2025 Q1 - filed May 15, 2025
- Modern Wealth Management 2024 Q4 - filed Feb. 11, 2025
- Modern Wealth Management 2024 Q3 - filed Nov. 5, 2024
- Modern Wealth Management 2024 Q1 - filed May 13, 2024