Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

IBKR holding history

Interactive Brokers Group, 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.

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

Shares (Q2 2026): 2,985
Value: $259.8K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of IBKR by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,985	$259.8K	<0.1%	+2,985	New	Holders
Q1 2026	0	$0	0.0%	−3,533−100.0%	Sold out	Holders
Q4 2025	3,533	$227.2K	<0.1%	+3,533	New	Holders