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Modern Wealth Management, LLC: FBT position timeline

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

Modern Wealth Management, LLC held 40,407 FBT 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 40,407 shares
    Change vs previous 13F -1,384 shares

    0.12% of the 13F portfolio, value $10,016,424.

    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 41,791 shares
    Change vs previous 13F +213 shares

    0.15% of the 13F portfolio, value $8,462,623.

    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 41,578 shares
    Change vs previous 13F +496 shares

    0.16% of the 13F portfolio, value $8,586,633.

    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 41,082 shares
    Change vs previous 13F -948 shares

    0.15% of the 13F portfolio, value $7,365,543.

    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 42,030 shares
    Change vs previous 13F +11,907 shares

    0.17% of the 13F portfolio, value $6,780,656.

    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 30,123 shares
    Change vs previous 13F +307 shares

    0.16% of the 13F portfolio, value $5,124,331.

    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 29,816 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,955,672.

    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).