Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

PEGA holding history

Pegasystems 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of PEGA by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−5,434−100.0%	Sold out	Holders
Q1 2026	5,434	$229.8K	<0.1%	+1,908+54.1%	Added	Holders
Q4 2025	3,526	$210.6K	<0.1%	+3,526	New	Holders