Skip to main content

Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

KEX holding history

Kirby 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.

KEX overviewAll 13F holders of KEXFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2024
Holdings of KEX by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,411−100.0%Sold outHolders
Q2 20252,411$273.4K<0.1%+77+3.3%AddedHolders
Q1 20252,334$235.8K<0.1%+370+18.8%AddedHolders
Q4 20241,964$207.8K<0.1%−44−2.2%ReducedHolders
Q3 20242,008$245.8K<0.1%+63+3.2%AddedHolders
Q2 20241,945$232.9K<0.1%+1,945NewHolders