Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
RBA holding history
RB Global 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.
RBA overviewAll 13F holders of RBAFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −2,276−100.0% | Sold out | Holders |
| Q1 2025 | 2,276 | $228.3K | <0.1% | −537−19.1% | Reduced | Holders |
| Q4 2024 | 2,813 | $253.8K | <0.1% | +2,813 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −2,719−100.0% | Sold out | Holders |
| Q2 2024 | 2,719 | $207.6K | <0.1% | −1,549−36.3% | Reduced | Holders |
| Q1 2024 | 4,268 | $325.1K | <0.1% | +4,268 | New | Holders |