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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

TTC holding history

Toro Co 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.

TTC overviewAll 13F holders of TTCFull Q2 2026 holdings

Shares (Q2 2026)
6,860
Value
$668.3K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of TTC by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,860$668.3K<0.1%+6,860NewHolders
Q2 20250$00.0%−26,186−100.0%Sold outHolders
Q1 202526,186$1.91M0.1%+1,442+5.8%AddedHolders
Q4 202424,744$1.98M0.1%+790+3.3%AddedHolders
Q3 202423,954$2.08M0.1%+75+0.3%AddedHolders
Q2 202423,879$2.23M0.2%−80.0%ReducedHolders
Q1 202423,887$2.19M0.2%+23,887NewHolders