Modern Wealth Management, LLC: FIW position timeline

Modern Wealth Management, LLC held 45,968 FIW 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 45,968 shares

   Change vs previous 13F -6,467 shares

   0.06% of the 13F portfolio, value $5,034,370.

   13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 52,435 shares

   Change vs previous 13F +7,205 shares

   0.09% of the 13F portfolio, value $5,459,572.

   13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 45,230 shares

   Change vs previous 13F +1,472 shares

   0.09% of the 13F portfolio, value $4,913,797.

   13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 43,758 shares

   Change vs previous 13F +449 shares

   0.1% of the 13F portfolio, value $4,916,190.

   13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 43,309 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $4,676,464.

   13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).