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Modern Wealth Management, LLC: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on BEN, newest first. How the timeline and the estimate are built.

Modern Wealth Management, LLC held 391,006 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 391,006 shares
    Change vs previous 13F -20,053 shares

    0.16% of the 13F portfolio, value $13,008,771.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 411,059 shares
    Change vs previous 13F +7,249 shares

    0.17% of the 13F portfolio, value $9,696,877.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 403,810 shares
    Change vs previous 13F +24,526 shares

    0.18% of the 13F portfolio, value $9,647,022.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 379,284 shares
    Change vs previous 13F +35,513 shares

    0.17% of the 13F portfolio, value $8,772,829.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 343,771 shares
    Change vs previous 13F +98,063 shares

    0.2% of the 13F portfolio, value $8,198,928.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 245,708 shares
    Change vs previous 13F +90,277 shares

    0.15% of the 13F portfolio, value $4,729,889.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 155,431 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,153,692.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).