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Modern Wealth Management, LLC: FIDU position timeline

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

Modern Wealth Management, LLC held 12,471 FIDU 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 12,471 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $1,242,209.

    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 12,595 shares
    Change vs previous 13F -2,180 shares

    0.02% of the 13F portfolio, value $1,107,958.

    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 14,775 shares
    Change vs previous 13F -6,603 shares

    0.02% of the 13F portfolio, value $1,218,648.

    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 21,378 shares
    Change vs previous 13F -31,603 shares

    0.03% of the 13F portfolio, value $1,751,694.

    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 52,981 shares
    Change vs previous 13F +3,183 shares

    0.1% of the 13F portfolio, value $4,107,581.

    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 49,798 shares
    Change vs previous 13F +632 shares

    0.11% of the 13F portfolio, value $3,409,672.

    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 49,166 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,456,887.

    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).