Modern Wealth Management, LLC: FNF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on FNF, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 0 FNF shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,416 shares
13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 4,416 sharesChange vs previous 13F -382 shares
0.01% of the 13F portfolio, value $247,578.
13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,798 sharesChange vs previous 13F -108 shares
0.01% of the 13F portfolio, value $312,273.
13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,906 sharesChange vs previous 13F -127 shares
0.01% of the 13F portfolio, value $275,443.
13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 5,033 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $312,343.
13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).