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Disclosery

Modern Wealth Management, LLC: DFIS position timeline

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

Modern Wealth Management, LLC held 1,741,088 DFIS 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 1,741,088 shares
    Change vs previous 13F +478,352 shares

    0.73% of the 13F portfolio, value $60,990,309.

    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 1,262,736 shares
    Change vs previous 13F +106,639 shares

    0.74% of the 13F portfolio, value $43,122,443.

    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 1,156,097 shares
    Change vs previous 13F +195,537 shares

    0.69% of the 13F portfolio, value $38,081,843.

    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 960,560 shares
    Change vs previous 13F +389,303 shares

    0.6% of the 13F portfolio, value $30,382,498.

    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 571,257 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $17,046,311.

    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).