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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

USA holding history

Liberty All Star Equity Fund 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.

USA overviewAll 13F holders of USAFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of USA by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−12,372−100.0%Sold outHolders
Q3 202412,372$87.8K<0.1%00.0%UnchangedHolders
Q2 202412,372$84.1K<0.1%+12,372NewHolders