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Modern Wealth Management, LLC: FMB position timeline

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

Modern Wealth Management, LLC held 8,155 FMB 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 8,155 shares
    Change vs previous 13F -2,969 shares

    0.01% of the 13F portfolio, value $418,914.

    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 11,124 shares
    Change vs previous 13F -6,678 shares

    0.01% of the 13F portfolio, value $565,223.

    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 17,802 shares
    Change vs previous 13F -19,818 shares

    0.02% of the 13F portfolio, value $910,308.

    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 37,620 shares
    Change vs previous 13F -4,202 shares

    0.04% of the 13F portfolio, value $1,907,407.

    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 41,822 shares
    Change vs previous 13F +937 shares

    0.05% of the 13F portfolio, value $2,083,551.

    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 40,885 shares
    Change vs previous 13F +2,047 shares

    0.07% of the 13F portfolio, value $2,061,514.

    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 38,838 shares
    Change vs previous 13F +4,025 shares

    0.07% of the 13F portfolio, value $1,981,148.

    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 34,813 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,808,903.

    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).