Modern Wealth Management, LLC quarter change: Foreign Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Modern Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2001900): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Blue Sparrow, LLC /DE | United States | $5.849B | 176 |
| EASTERN BANK | United States | $5.826B | 1,491 |
| CRAWFORD INVESTMENT COUNSEL INC | United States | $5.855B | 300 |
| Liontrust Investment Partners LLP | United Kingdom | $5.858B | 196 |
| SAMLYN CAPITAL, LLC | United States | $5.861B | 295 |
| J. Safra Sarasin Holding AG | Switzerland | $5.865B | 1,297 |
| Guinness Asset Management LTD | United Kingdom | $5.798B | 143 |
| Kestra Investment Management, LLC | United States | $5.798B | 439 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | United States | $5.785B | 1,706 |
| PECONIC PARTNERS LLC | United States | $5.781B | 9 |