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Disclosery

Modern Wealth Management, LLC: FHLC position timeline

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

Modern Wealth Management, LLC held 113,358 FHLC 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 113,358 shares
    Change vs previous 13F +1,056 shares

    0.1% of the 13F portfolio, value $8,756,940.

    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 112,302 shares
    Change vs previous 13F -228 shares

    0.14% of the 13F portfolio, value $7,963,332.

    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 112,530 shares
    Change vs previous 13F -3,716 shares

    0.15% of the 13F portfolio, value $8,358,764.

    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 116,246 shares
    Change vs previous 13F -18,404 shares

    0.15% of the 13F portfolio, value $7,773,366.

    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 134,650 shares
    Change vs previous 13F +106,124 shares

    0.21% of the 13F portfolio, value $8,610,848.

    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 28,526 shares
    Change vs previous 13F +403 shares

    0.06% of the 13F portfolio, value $1,948,872.

    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 28,123 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,837,837.

    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).