Modern Wealth Management, LLC SEC EDGAR Filings (CIK 0002001900)

SEC EDGAR filings, ownership reports, and insider transactions for Modern Wealth Management, LLC.

Business address
13550 W 95 Th St., Lenexa, KS, 66215
Top securities (13F)
JAAA, QQQ, SPTM, AAPL, IVW, MSFT, FBND, QUAL, VTI, IVV, SPY, JCPB, JMBS, VFLO, SPLG, STIP, AVEM, SCHF, SPTS, and PVAL
State of incorporation
CA
Fiscal year end
31 December
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Modern Wealth Management, LLC has filed 27 SEC EDGAR filings since 14 Feb 2024

Latest Filings

Recent SEC filings for Modern Wealth Management, LLC including 13F-HR, 13F-HR/A, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2025 30 Sep 2025 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 12 Nov 2025 30 Jun 2025 028-23804
N-PX Open N-PX document View SEC filing for N-PX 26 Aug 2025 30 Jun 2025 028-23804
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 02 Jun 2025 31 Mar 2025 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 02 Jun 2025 31 Mar 2025 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 May 2025 31 Dec 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 May 2025 31 Dec 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 May 2025 30 Sep 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 May 2025 30 Sep 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 May 2025 31 Dec 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 May 2025 31 Dec 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 29 May 2025 30 Sep 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 29 May 2025 30 Sep 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 29 May 2025 30 Jun 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 29 May 2025 30 Jun 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 29 May 2025 31 Mar 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 29 May 2025 31 Mar 2024 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 28 May 2025 31 Dec 2023 028-23804
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 28 May 2025 31 Dec 2023 028-23804
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-23804
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2025 31 Dec 2024 028-23804
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2024 30 Sep 2024 028-23804
N-PX Open N-PX document View SEC filing for N-PX 30 Aug 2024 30 Jun 2024 028-23804
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2024 30 Jun 2024 028-23804
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2024 31 Mar 2024 028-23804
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-23804

About this filer

Modern Wealth Management, LLC files with the SEC under CIK 0002001900. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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