Modern Wealth Management, LLC
Position in PRCS — Parnassus Core Select ETF
CIK 2001900
KANSAS CITY, MO
Position in PRCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$381,837
+$97,237 QoQ
Shares Held
13,261
+16.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 14 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRCS Over Time
Shares Held
Position Value (USD)
All Filings in PRCS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,837 | 13,261 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $284,600 | 11,384 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||