Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
ASRV holding history
Ameriserv Financial Inc in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ASRV overviewAll 13F holders of ASRVFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −13,175−100.0% | Sold out | Holders |
| Q3 2025 | 13,175 | $38.2K | <0.1% | +129+1.0% | Added | Holders |
| Q2 2025 | 13,046 | $39.7K | <0.1% | +151+1.2% | Added | Holders |
| Q1 2025 | 12,895 | $31.3K | <0.1% | −2,858−18.1% | Reduced | Holders |
| Q4 2024 | 15,753 | $42.2K | <0.1% | +15,753 | New | Holders |