Modern Wealth Management, LLC reports

Company Names, identifiers, and filing context for this profile. 1 identity field
Company location
Kansas City, MO
SEC filing record 1 source field available
Fiscal year end
31 December
Modern Wealth Management, LLC has filed 29 SEC EDGAR filings since 14 Feb 2024

SEC filing history

Showing 1-25 of 29 matching filings.

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25
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1
13F-HR File 028-23804

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
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13F-HR File 028-23804

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-23804

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
12 Nov 2025
Reporting date
30 Jun 2025
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N-PX File 028-23804

N-PX filing

Filing date
26 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-23804

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
02 Jun 2025
Reporting date
31 Mar 2025
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
02 Jun 2025
Reporting date
31 Mar 2025
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
31 Dec 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
31 Dec 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
30 Sep 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
30 Sep 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
31 Dec 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
30 May 2025
Reporting date
31 Dec 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
30 Sep 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
30 Sep 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
30 Jun 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
30 Jun 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
31 Mar 2024
SEC evidence
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
29 May 2025
Reporting date
31 Mar 2024
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
28 May 2025
Reporting date
31 Dec 2023
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13F-HR/A File 028-23804

13F-HR/A filing

Filing date
28 May 2025
Reporting date
31 Dec 2023
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13F-HR File 028-23804

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-23804

13F-HR filing

Filing date
11 Feb 2025
Reporting date
31 Dec 2024
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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
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