Modern Wealth Management, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 2001900
KANSAS CITY, MO
Position in HOOD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$210,462
-$63,463 QoQ
Shares Held
3,037
+25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Modern Wealth Management, LLC holds $4,599,570 across 6 Capital Markets names. HOOD ranks #5 (4.6% of the industry book) .
All Filings in HOOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,462 | 3,037 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $273,925 | 2,422 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $280,343 | 1,958 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $226,302 | 2,417 | Shares | Other | 2025-11-12 | |
| 2024-12-31 | $224,603 | 6,028 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||