Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

DOC holding history

Healthpeak Properties, 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.

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

Shares (Q2 2026): 19,964
Value: $427.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of DOC by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,964	$427.2K	<0.1%	−90−0.4%	Reduced	Holders
Q1 2026	20,054	$328.5K	<0.1%	+20,054	New	Holders
Q4 2025	0	$0	0.0%	−10,321−100.0%	Sold out	Holders
Q3 2025	10,321	$197.7K	<0.1%	+10,321	New	Holders