Modern Wealth Management, LLC
Position in BNL — Broadstone Net Lease, Inc.
CIK 2001900
KANSAS CITY, MO
Position in BNL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,035,773
+$180,264 QoQ
Shares Held
50,110
+7.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#187
of 375 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,953,663 across 3 REIT - Diversified names. BNL ranks #1 (53.0% of the industry book) .
All Filings in BNL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,773 | 50,110 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $855,509 | 46,826 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $848,558 | 48,852 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,139,444 | 63,763 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,214,903 | 75,695 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,932,608 | 113,416 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,505,018 | 94,894 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 | $1,620,357 | 85,507 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 | $1,190,408 | 75,010 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $445,247 | 28,414 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||