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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

USBC holding history

USBC, 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.

USBC overviewAll 13F holders of USBCFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of USBC by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−16,600−100.0%Sold outHolders
Q4 202416,600$2.86K<0.1%+16,600NewHolders