Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CTAS holding history

Cintas Corp 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.

CTAS overview All 13F holders of CTAS Full Q2 2026 holdings

Shares (Q2 2026): 1,846
Value: $313.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2025

Holdings of CTAS by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,846	$313.9K	<0.1%	+1,846	New	Holders
Q3 2025	0	$0	0.0%	−998−100.0%	Sold out	Holders
Q2 2025	998	$222.3K	<0.1%	+998	New	Holders