Filer Snapshot

Modern Wealth Management, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0002001900.

Entity Type

Company

Total Filings

28

Latest Filing

17 Feb 2026

Industry

n/a

Save this filer page for the next filing cycle

Keep this page in your research queue, then return to compare new filings with prior context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next steps

Start with the latest filings table, then open the strongest context page for this filer.

  • Use the filings table to verify the newest submission, form type, and report period.
  • Open the deeper context page only when this filer actually has insider or ownership signal.
Go to latest filings table Browse SEC filer directory
Source: SEC Form 13F

13F-HR filed on 17 Feb 2026 for CIK 0002001900.

View Source Filing
Business address
13550 W 95 Th St., Lenexa, KS, 66215
Top securities (13F)
FBND, AAPL, JAAA, SPTM, QQQ, QUAL, IVV, VTI, MSFT, IVW, PVAL, JCPB, JMBS, VFLO, SPYM, AVEM, SPY, LRGF, IVE, and SCHX
State of incorporation
CA
Fiscal year end
31 December

Quick Takeaways

  • Modern Wealth Management, LLC is an SEC filer tracked under CIK 0002001900.
  • 28 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A, N-PX.

What Changed

  • Latest filing: 13F-HR filed on 17 Feb 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 17 Feb 2026 for CIK 0002001900.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Modern Wealth Management, LLC.

Latest source-backed update
13F-HR filed 17 Feb 2026
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 17 Feb 2026.
  • Save this filer if you want a stable place to return after the next filing cycle.
  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

Jump to save and follow actions Open latest filings table

Latest update

What changed recently for Modern Wealth Management, LLC

New filing available

Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

17 Feb 2026

Page type

Filer profile

Latest period

Q4 2025

Institutional portfolio context was refreshed from a 13F filing filed on 17 Feb 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Modern Wealth Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

Company intelligence

Research Modern Wealth Management, LLC from filings to ownership signals

Use this company page as the hub for SEC filings, fundamentals, insider activity, large-stake holders, and institutional ownership context.

Create free account to watch this company Open ownership signals

Active modules

2/5

Available company intelligence paths on this page.

Filings

28

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

Watch

Save the company so the next source-backed change has a clear place to bring you back.

Best-of company intelligence workflow

What changed?

Start with the latest filing and active ownership modules before opening older table rows.

Why might it matter?

Use insider, 13D/G, and 13F context to separate routine filings from ownership signals.

Where is evidence?

Keep SEC source documents one click away through filings, facts, insider reports, and Schedule 13D/G records.

What to watch next?

Save the company so watchlists can bring you back when the next filing-backed update lands.

SEC-verifiable company research path

Every company hub should answer what changed, why ownership activity might matter, where SEC evidence lives, and which filer, insider, holder, or filing page deserves the next click.

Open latest insider signals Open large-stake radar

SEC filings

Available

Latest company filings

Start with the filing timeline to verify the newest source document and report period.

Open filings table

Company facts

Explore

Financial context

Use XBRL facts when ownership activity needs revenue, earnings, debt, or cash-flow context.

Browse latest financial reports

Forms 3/4/5

Explore

Insider activity

Check whether directors, officers, or 10% owners are buying, selling, or filing fresh ownership changes.

Browse latest insider filings

Schedule 13D/G

Explore

Large-stake holders

Review beneficial ownership filings for activist-style or passive large holder changes around this issuer.

Browse large-stake radar

Form 13F

Available

Institutional holders

Compare manager filings and smart-money context when company-level ownership needs broader holders.

Open 13F holder context

SEC-verifiable company hub

The strongest research path is the one that keeps source documents close: filings first, then ownership signals, insider context, and fundamentals.

Create free account to watch this company

Watchlist return triggers

Watch Modern Wealth Management, LLC when any filing-backed ownership signal appears, then jump back into the exact SEC evidence path.

new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

Modern Wealth Management, LLC has filed 28 SEC EDGAR filings since 14 Feb 2024. Common forms include 13F-HR, 13F-HR/A, N-PX.

Latest 13F filings

Latest Filings

Recent SEC filings for Modern Wealth Management, LLC with direct links to document and filing folders.

13F-HR File 028-23804

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23804

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
12 Nov 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-23804

N-PX filing

Filing date
26 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23804

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
02 Jun 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
02 Jun 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
28 May 2025
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-23804

13F-HR/A filing

Filing date
28 May 2025
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23804

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23804

13F-HR filing

Filing date
11 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23804

13F-HR filing

Filing date
05 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-23804

N-PX filing

Filing date
30 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23804

13F-HR filing

Filing date
08 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23804

13F-HR filing

Filing date
13 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23804

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing

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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .