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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

RKT holding history

Rocket Companies, 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.

RKT overviewAll 13F holders of RKTFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of RKT by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−13,268−100.0%Sold outHolders
Q4 202513,268$256.9K<0.1%+13,268NewHolders