Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
PKST holding history
Peakstone Realty Trust 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.
PKST overviewAll 13F holders of PKSTFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −10,538−100.0% | Sold out | Holders |
| Q3 2025 | 10,538 | $138.3K | <0.1% | −534−4.8% | Reduced | Holders |
| Q2 2025 | 11,072 | $146.3K | <0.1% | −29−0.3% | Reduced | Holders |
| Q1 2025 | 11,101 | $139.9K | <0.1% | +525+5.0% | Added | Holders |
| Q4 2024 | 10,576 | $117.1K | <0.1% | +10,576 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −11,206−100.0% | Sold out | Holders |
| Q1 2024 | 11,206 | $180.8K | <0.1% | +20+0.2% | Added | Holders |
| Q4 2023 | 11,186 | $222.9K | <0.1% | – | No prior filing | Holders |