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Disclosery

Modern Wealth Management, LLC: FLTR position timeline

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

Modern Wealth Management, LLC held 29,747 FLTR 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 29,747 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $761,817.

    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 29,698 shares
    Change vs previous 13F -4,487 shares

    0.01% of the 13F portfolio, value $753,735.

    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 34,185 shares
    Change vs previous 13F -2,279 shares

    0.02% of the 13F portfolio, value $871,024.

    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 36,464 shares
    Change vs previous 13F -29,975 shares

    0.02% of the 13F portfolio, value $932,385.

    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 66,439 shares
    Change vs previous 13F -502,583 shares

    0.04% of the 13F portfolio, value $1,694,187.

    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 569,022 shares
    Change vs previous 13F +24,329 shares

    0.46% of the 13F portfolio, value $14,538,515.

    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 544,693 shares
    Change vs previous 13F +94,209 shares

    0.52% of the 13F portfolio, value $13,862,425.

    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).

  8. period ended2024-09-30
    13F/A 450,484 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $11,473,818.

    13F-HR/A 0002001900-25-000015 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).