Skip to content
Disclosery

Modern Wealth Management, LLC: FBND position timeline

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

Modern Wealth Management, LLC held 8,110,234 FBND 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 8,110,234 shares
    Change vs previous 13F +3,094,581 shares

    4.41% of the 13F portfolio, value $368,934,561.

    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 5,015,653 shares
    Change vs previous 13F +1,388,283 shares

    3.93% of the 13F portfolio, value $228,763,947.

    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 3,627,370 shares
    Change vs previous 13F +1,456,962 shares

    3.05% of the 13F portfolio, value $167,004,119.

    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 2,170,408 shares
    Change vs previous 13F +764,134 shares

    1.99% of the 13F portfolio, value $100,359,668.

    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 1,406,274 shares
    Change vs previous 13F +103,099 shares

    1.6% of the 13F portfolio, value $64,337,024.

    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 1,303,175 shares
    Change vs previous 13F +387,058 shares

    1.9% of the 13F portfolio, value $59,489,922.

    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 916,117 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $41,106,148.

    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).