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Disclosery

Modern Wealth Management, LLC: FAUG position timeline

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

Modern Wealth Management, LLC held 22,577 FAUG 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 22,577 shares
    Change vs previous 13F +38 shares

    0.02% of the 13F portfolio, value $1,275,714.

    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 22,539 shares
    Change vs previous 13F -256 shares

    0.02% of the 13F portfolio, value $1,173,380.

    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 22,795 shares
    Change vs previous 13F -243 shares

    0.02% of the 13F portfolio, value $1,206,995.

    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 23,038 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $1,195,903.

    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 22,953 shares
    Change vs previous 13F -546 shares

    0.03% of the 13F portfolio, value $1,125,386.

    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 23,499 shares
    Change vs previous 13F -286 shares

    0.03% of the 13F portfolio, value $1,068,894.

    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 23,785 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,106,954.

    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).